Lenox Wealth Advisors’s FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund TLTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $22K | Buy |
321
+1
| +0.3% | +$69 | ﹤0.01% | 364 |
|
|
2021
Q4 | $23K | Buy |
320
+5
| +2% | +$359 | ﹤0.01% | 374 |
|
|
2021
Q3 | $23K | Buy |
315
+112
| +55% | +$8.18K | ﹤0.01% | 341 |
|
|
2021
Q2 | $15K | Buy |
203
+42
| +26% | +$3.1K | ﹤0.01% | 413 |
|
|
2021
Q1 | $11K | Buy |
161
+100
| +164% | +$6.83K | ﹤0.01% | 407 |
|
|
2020
Q4 | $4K | Buy |
+61
| New | +$4K | ﹤0.01% | 536 |
|