Forum Financial Management’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-3,259
| Closed | -$203K | – | 945 |
|
2024
Q3 | $203K | Buy |
+3,259
| New | +$203K | ﹤0.01% | 717 |
|
2024
Q2 | – | Sell |
-4,229
| Closed | -$240K | – | 741 |
|
2024
Q1 | $240K | Hold |
4,229
| – | – | ﹤0.01% | 613 |
|
2023
Q4 | $236K | Hold |
4,229
| – | – | ﹤0.01% | 569 |
|
2023
Q3 | $207K | Sell |
4,229
-230
| -5% | -$11.3K | ﹤0.01% | 579 |
|
2023
Q2 | $237K | Buy |
+4,459
| New | +$237K | 0.01% | 532 |
|