Horizon Family Wealth’s FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund TLTD 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 | $464K | Hold |
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|
2025
Q1 | $416K | Buy |
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|
2024
Q4 | $352K | Sell |
|
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|
2024
Q3 | $490K | Buy |
|
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|
2024
Q2 | $448K | Buy |
|
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|
2024
Q1 | $448K | Buy |
|
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|
2023
Q4 | $412K | Sell |
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|
2023
Q3 | $377K | Buy |
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|
2023
Q2 | $376K | Buy |
|
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|
2023
Q1 | $358K | Buy |
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|
2022
Q4 | $330K | Sell |
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|
2022
Q3 | $295K | Sell |
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|
2022
Q2 | $438K | Buy |
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|
2022
Q1 | $515K | Buy |
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|
2021
Q4 | $496K | Buy |
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