Gateway Wealth Partners’s FlexShares Ultra-Short Income Fund RAVI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$566K Sell
2024
Q4
$568K Sell
2024
Q3
$582K Hold
2024
Q2
$581K Sell
2024
Q1
$1.07M Sell
2023
Q4
$1.07M Buy
2023
Q3
$1.07M Sell
2023
Q2
$1.07M Buy
2023
Q1
$887K Buy