LPL Financial’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.37M | Buy |
89,503
+8,269
| +10% | +$403K | ﹤0.01% | 2417 |
|
2025
Q1 | $3.93M | Buy |
81,234
+6,968
| +9% | +$337K | ﹤0.01% | 2353 |
|
2024
Q4 | $3.54M | Buy |
74,266
+8,394
| +13% | +$400K | ﹤0.01% | 2350 |
|
2024
Q3 | $3.24M | Buy |
65,872
+20,830
| +46% | +$1.02M | ﹤0.01% | 2292 |
|
2024
Q2 | $2.14M | Sell |
45,042
-1,272
| -3% | -$60.4K | ﹤0.01% | 2518 |
|
2024
Q1 | $2.21M | Buy |
46,314
+1,478
| +3% | +$70.6K | ﹤0.01% | 2442 |
|
2023
Q4 | $2.15M | Sell |
44,836
-3,747
| -8% | -$180K | ﹤0.01% | 2336 |
|
2023
Q3 | $2.24M | Buy |
48,583
+36,444
| +300% | +$1.68M | ﹤0.01% | 2199 |
|
2023
Q2 | $569K | Buy |
12,139
+1,276
| +12% | +$59.8K | ﹤0.01% | 3302 |
|
2023
Q1 | $515K | Sell |
10,863
-923
| -8% | -$43.8K | ﹤0.01% | 3286 |
|
2022
Q4 | $547K | Sell |
11,786
-284
| -2% | -$13.2K | ﹤0.01% | 3166 |
|
2022
Q3 | $551K | Sell |
12,070
-1,061
| -8% | -$48.4K | ﹤0.01% | 3050 |
|
2022
Q2 | $623K | Sell |
13,131
-2,878
| -18% | -$137K | ﹤0.01% | 3000 |
|
2022
Q1 | $797K | Hold |
16,009
| – | – | ﹤0.01% | 2798 |
|
2021
Q4 | $845K | Sell |
16,009
-3,362
| -17% | -$177K | ﹤0.01% | 2798 |
|
2021
Q3 | $1.04M | Buy |
19,371
+6,528
| +51% | +$352K | ﹤0.01% | 2566 |
|
2021
Q2 | $695K | Sell |
12,843
-4,773
| -27% | -$258K | ﹤0.01% | 2864 |
|
2021
Q1 | $942K | Buy |
17,616
+1,674
| +11% | +$89.5K | ﹤0.01% | 2434 |
|
2020
Q4 | $875K | Buy |
15,942
+5,315
| +50% | +$292K | ﹤0.01% | 2285 |
|
2020
Q3 | $583K | Sell |
10,627
-9
| -0.1% | -$494 | ﹤0.01% | 2332 |
|
2020
Q2 | $580K | Sell |
10,636
-185
| -2% | -$10.1K | ﹤0.01% | 2251 |
|
2020
Q1 | $551K | Buy |
+10,821
| New | +$551K | ﹤0.01% | 2034 |
|
2018
Q1 | – | Sell |
-9,263
| Closed | -$471K | – | 3217 |
|
2017
Q4 | $471K | Buy |
9,263
+936
| +11% | +$47.6K | ﹤0.01% | 2095 |
|
2017
Q3 | $425K | Buy |
+8,327
| New | +$425K | ﹤0.01% | 2065 |
|