LifePlan Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $78K | Hold |
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|
2020
Q2 | $78K | Hold |
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|
2020
Q1 | $76K | Hold |
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|
2019
Q4 | $78K | Hold |
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|
2019
Q3 | $78K | Hold |
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|
2019
Q2 | $78K | Sell |
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|
2019
Q1 | $142K | Hold |
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|
2018
Q4 | $141K | Sell |
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|
2018
Q3 | $147K | Buy |
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|
2018
Q2 | $92K | Hold |
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|
2018
Q1 | $92K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $205K | Hold |
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|
2015
Q4 | $204K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $296K | Buy |
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