Landmark 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $13.6M | Sell |
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|
2023
Q3 | $14.1M | Buy |
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|
2023
Q2 | $13.6M | Buy |
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|
2023
Q1 | $11M | Buy |
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|
2022
Q4 | $9.52M | Buy |
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|
2022
Q3 | $6.8M | Buy |
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|
2022
Q2 | $3.27M | Sell |
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|
2022
Q1 | $3.69M | Sell |
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|
2021
Q4 | $4.42M | Sell |
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|
2021
Q3 | $4.79M | Buy |
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|
2021
Q2 | $4.43M | Sell |
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|
2021
Q1 | $4.79M | Sell |
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|
2020
Q4 | $5.77M | Buy |
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|
2020
Q3 | $5.53M | Buy |
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|
2020
Q2 | $4.97M | Buy |
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