J.W. Cole 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
Q2
$763K Sell
2025
Q1
$820K Sell
2024
Q4
$825K Sell
2024
Q3
$895K Sell
2024
Q2
$949K Sell
2024
Q1
$1M Buy