GM
GeoWealth Management’s FlexShares Credit-Scored US Corporate Bond Index Fund SKOR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,905
| Closed | -$319K | – | 432 |
|
|
2022
Q4 | $319K | Sell |
6,905
-364
| -5% | -$16.8K | 0.03% | 186 |
|
|
2022
Q3 | $330K | Sell |
7,269
-5,024
| -41% | -$228K | 0.04% | 193 |
|
|
2022
Q2 | $583K | Buy |
12,293
+4,444
| +57% | +$211K | 0.08% | 140 |
|
|
2022
Q1 | $392K | Buy |
7,849
+2,352
| +43% | +$117K | 0.03% | 233 |
|
|
2021
Q4 | $290K | Buy |
5,497
+1,567
| +40% | +$82.7K | 0.02% | 248 |
|
|
2021
Q3 | $211K | Buy |
3,930
+1,370
| +54% | +$73.6K | 0.02% | 287 |
|
|
2021
Q2 | $139K | Buy |
+2,560
| New | +$139K | 0.02% | 206 |
|