Elevation Wealth Partners’s FlexShares Global Quality Real Estate Index Fund GQRE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $38.4K | Buy |
644
+3
| +0.5% | +$179 | 0.02% | 263 |
|
2025
Q1 | $37.1K | Buy |
641
+1
| +0.2% | +$58 | 0.02% | 261 |
|
2024
Q4 | $36.5K | Buy |
640
+5
| +0.8% | +$285 | 0.02% | 263 |
|
2024
Q3 | $39.6K | Buy |
635
+2
| +0.3% | +$125 | 0.02% | 243 |
|
2024
Q2 | $34.5K | Buy |
633
+3
| +0.5% | +$164 | 0.02% | 249 |
|
2024
Q1 | $35.8K | Buy |
630
+3
| +0.5% | +$170 | 0.02% | 252 |
|
2023
Q4 | $30.7K | Hold |
627
| – | – | 0.02% | 242 |
|
2023
Q3 | $30.7K | Buy |
627
+2
| +0.3% | +$98 | 0.03% | 179 |
|
2023
Q2 | $33.2K | Buy |
625
+2
| +0.3% | +$106 | 0.03% | 184 |
|
2023
Q1 | $33K | Buy |
+623
| New | +$33K | 0.03% | 189 |
|