Interactive Financial Advisors’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 | $9.72M | Buy |
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|
2025
Q2 | $9.47M | Buy |
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|
2025
Q1 | $945K | Sell |
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|
2024
Q4 | $1.47M | Buy |
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|
2024
Q3 | $680K | Sell |
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|
2024
Q2 | $6.74M | Buy |
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|
2024
Q1 | $6.6M | Buy |
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|
2023
Q4 | $3.81M | Sell |
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|
2023
Q3 | $6.58M | Buy |
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|
2023
Q2 | $491K | Sell |
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|
2023
Q1 | $820K | Sell |
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|
2022
Q4 | $4.45M | Buy |
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|
2022
Q3 | $636K | Buy |
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|
2022
Q2 | $534K | Buy |
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|
2022
Q1 | $439K | Buy |
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|
2021
Q4 | $430K | Buy |
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|
2021
Q3 | $433K | Buy |
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|
2021
Q2 | $433K | Sell |
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|
2021
Q1 | $450K | Sell |
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|
2020
Q4 | $595K | Sell |
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|
2020
Q3 | $596K | Sell |
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|
2020
Q2 | $601K | Buy |
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|
2020
Q1 | $584K | Sell |
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|
2019
Q4 | $596K | Buy |
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|
2019
Q3 | $594K | Buy |
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|
2019
Q2 | $590K | Sell |
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|
2019
Q1 | $589K | Sell |
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|
2018
Q4 | $589K | Buy |
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|
2018
Q3 | $452K | Sell |
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|
2018
Q2 | $458K | Sell |
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|
2018
Q1 | $484K | Sell |
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|
2017
Q4 | $752K | Sell |
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|
2017
Q3 | $810K | Sell |
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|
2017
Q2 | $873K | Sell |
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|
2017
Q1 | $887K | Sell |
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|
2016
Q4 | $903K | Sell |
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|
2016
Q3 | $909K | Sell |
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|
2016
Q2 | $952K | Sell |
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|
2016
Q1 | $1.01M | Sell |
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|
2015
Q4 | $1.13M | Sell |
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|
2015
Q3 | $1.27M | Sell |
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|
2015
Q2 | $1.52M | Sell |
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|
2015
Q1 | $2M | Sell |
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|
2014
Q4 | $2.11M | Sell |
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|
2014
Q3 | $3M | Sell |
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|
2014
Q2 | $3.02M | Sell |
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|
2014
Q1 | $9.15M | Sell |
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|
2013
Q4 | $9.2M | Buy |
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|
2013
Q3 | $8.32M | Buy |
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|
2013
Q2 | $345K | Buy |
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