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