Institute for Wealth Management’s FlexShares Ultra-Short Income Fund RAVI Stock Holding History

Institute for Wealth Management’s Portfolio RAVI Stock Details RAVI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell
2021 Q4	$203K	Sell
2021 Q3	$228K	Sell
2021 Q2	$1.14M	Sell
2021 Q1	$1.89M	Sell
2020 Q4	$4.22M	Buy
2020 Q3	$1.95M	Buy
2020 Q2	$1.3M	Sell
2020 Q1	$2.63M	Buy