IFA
Interactive Financial 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-5,172
| Closed | -$769K | – | 149 |
|
2022
Q4 | $769K | Sell |
5,172
-517
| -9% | -$76.8K | 0.46% | 42 |
|
2022
Q3 | $787K | Buy |
5,689
+5,584
| +5,318% | +$772K | 0.46% | 41 |
|
2022
Q2 | $15K | Buy |
+105
| New | +$15K | 0.01% | 133 |
|
2021
Q4 | – | Sell |
-3,686
| Closed | -$622K | – | 178 |
|
2021
Q3 | $622K | Buy |
3,686
+2,245
| +156% | +$379K | 0.27% | 51 |
|
2021
Q2 | $245K | Buy |
+1,441
| New | +$245K | 0.1% | 80 |
|