Forum Financial Management’s FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund TLTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $340K | Hold |
4,079
| – | – | 0.01% | 594 |
|
|
2025
Q1 | $305K | Hold |
4,079
| – | – | 0.01% | 580 |
|
|
2024
Q4 | $281K | Hold |
4,079
| – | – | ﹤0.01% | 657 |
|
|
2024
Q3 | $306K | Hold |
4,079
| – | – | 0.01% | 503 |
|
|
2024
Q2 | $285K | Hold |
4,079
| – | – | 0.01% | 500 |
|
|
2024
Q1 | $292K | Hold |
4,079
| – | – | 0.01% | 513 |
|
|
2023
Q4 | $279K | Hold |
4,079
| – | – | 0.01% | 482 |
|
|
2023
Q3 | $255K | Hold |
4,079
| – | – | 0.01% | 477 |
|
|
2023
Q2 | $265K | Buy |
+4,079
| New | +$265K | 0.01% | 484 |
|