Marshall Financial Group (Maryland)’s FlexShares Credit-Scored US Long Corporate Bond Index Fund LKOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,702
| Closed | -$214K | – | 223 |
|
|
2024
Q3 | $214K | Buy |
+4,702
| New | +$214K | 0.05% | 204 |
|
|
2024
Q2 | – | Sell |
-5,221
| Closed | -$229K | – | 181 |
|
|
2024
Q1 | $229K | Buy |
5,221
+472
| +10% | +$20.7K | 0.07% | 163 |
|
|
2023
Q4 | $212K | Sell |
4,749
-1,263
| -21% | -$56.4K | 0.07% | 170 |
|
|
2023
Q3 | $240K | Sell |
6,012
-107
| -2% | -$4.27K | 0.09% | 151 |
|
|
2023
Q2 | $267K | Buy |
6,119
+1,598
| +35% | +$69.7K | 0.09% | 147 |
|
|
2023
Q1 | $201K | Buy |
+4,521
| New | +$201K | 0.07% | 170 |
|