Kingsview Wealth Management’s FlexShares Credit-Scored US Corporate Bond Index Fund SKOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-9,970
| Closed | -$459K | – | 1020 |
|
|
2023
Q3 | $459K | Buy |
+9,970
| New | +$459K | 0.02% | 634 |
|
|
2023
Q2 | – | Sell |
-10,915
| Closed | -$518K | – | 971 |
|
|
2023
Q1 | $518K | Sell |
10,915
-188
| -2% | -$8.92K | 0.02% | 564 |
|
|
2022
Q4 | $515K | Sell |
11,103
-6,058
| -35% | -$281K | 0.02% | 500 |
|
|
2022
Q3 | $783K | Sell |
17,161
-8,509
| -33% | -$388K | 0.04% | 390 |
|
|
2022
Q2 | $1.22M | Buy |
25,670
+5,197
| +25% | +$246K | 0.06% | 315 |
|
|
2022
Q1 | $1.02M | Buy |
20,473
+6,209
| +44% | +$309K | 0.04% | 387 |
|
|
2021
Q4 | $753K | Buy |
14,264
+1,305
| +10% | +$68.9K | 0.03% | 473 |
|
|
2021
Q3 | $698K | Buy |
+12,959
| New | +$698K | 0.03% | 469 |
|