Intrepid Financial Planning Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $398K | Sell |
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|
2024
Q2 | $422K | Sell |
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|
2024
Q1 | $426K | Hold |
|
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|
2023
Q4 | $424K | Sell |
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|
2023
Q3 | $430K | Hold |
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|
2023
Q2 | $429K | Sell |
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|
2023
Q1 | $445K | Sell |
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|
2022
Q4 | $464K | Sell |
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|
2022
Q3 | $474K | Sell |
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|
2022
Q2 | $477K | Buy |
|