Patriot Financial Group Insurance Agency’s FlexShares Ultra-Short Income Fund RAVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-36
| Closed | -$3K | – | 1587 |
|
|
2022
Q2 | $3K | Sell |
36
-94
| -72% | -$7.83K | ﹤0.01% | 1671 |
|
|
2022
Q1 | $10K | Buy |
130
+104
| +400% | +$8K | ﹤0.01% | 1372 |
|
|
2021
Q4 | $2K | Hold |
26
| – | – | ﹤0.01% | 1964 |
|
|
2021
Q3 | $2K | Buy |
26
+11
| +73% | +$846 | ﹤0.01% | 1967 |
|
|
2021
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 2010 |
|
|
2021
Q1 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 1912 |
|