GA
Goldstein Advisors’s FlexShares Morningstar US Market Factors Tilt Index Fund TILT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.14M | Sell |
14,022
-52
| -0.4% | -$11.6K | 0.42% | 32 |
|
|
2025
Q1 | $2.9M | Sell |
14,074
-480
| -3% | -$98.8K | 0.42% | 30 |
|
|
2024
Q4 | $3.14M | Buy |
14,554
+287
| +2% | +$62K | 0.46% | 31 |
|
|
2024
Q3 | $3.04M | Buy |
14,267
+378
| +3% | +$80.5K | 0.46% | 29 |
|
|
2024
Q2 | $2.78M | Sell |
13,889
-79
| -0.6% | -$15.8K | 0.46% | 30 |
|
|
2024
Q1 | $2.77M | Sell |
13,968
-121
| -0.9% | -$24K | 0.47% | 31 |
|
|
2023
Q4 | $2.57M | Sell |
14,089
-111
| -0.8% | -$20.3K | 0.43% | 44 |
|
|
2023
Q3 | $2.31M | Sell |
14,200
-866
| -6% | -$141K | 0.48% | 31 |
|
|
2023
Q2 | $2.54M | Sell |
15,066
-366
| -2% | -$61.7K | 0.53% | 31 |
|
|
2023
Q1 | $2.42M | Buy |
15,432
+203
| +1% | +$31.8K | 0.53% | 32 |
|
|
2022
Q4 | $2.26M | Buy |
+15,229
| New | +$2.26M | 0.55% | 33 |
|