EverSource Wealth Advisors’s FlexShares Credit-Scored US Long Corporate Bond Index Fund LKOR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-50
| Closed | -$2.01K | – | 2704 |
|
|
2023
Q3 | $2.01K | Hold |
50
| – | – | ﹤0.01% | 2002 |
|
|
2023
Q2 | $2.18K | Hold |
50
| – | – | ﹤0.01% | 2000 |
|
|
2023
Q1 | $2.22K | Hold |
50
| – | – | ﹤0.01% | 1906 |
|
|
2022
Q4 | $2.11K | Hold |
50
| – | – | ﹤0.01% | 1897 |
|
|
2022
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 1689 |
|
|
2022
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 1525 |
|
|
2022
Q1 | $3K | Hold |
50
| – | – | ﹤0.01% | 1426 |
|
|
2021
Q4 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 1436 |
|