Greenleaf Trust’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
Q3 | – | Sell |
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|
2025
Q2 | $616K | Sell |
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|
2025
Q1 | $701K | Sell |
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|
2024
Q4 | $1.07M | Sell |
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|
2024
Q3 | $1.11M | Buy |
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|
2024
Q2 | $1.09M | Sell |
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|
2024
Q1 | $1.09M | Buy |
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|
2023
Q4 | $720K | Sell |
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|
2023
Q3 | $1.05M | Buy |
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|
2023
Q2 | $932K | Sell |
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|
2023
Q1 | $1.63M | Sell |
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|
2022
Q4 | $1.87M | Sell |
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|
2022
Q3 | $16.2M | Buy |
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|
2022
Q2 | $5.19M | Buy |
|