Patriot Financial Group Insurance Agency’s FlexShares Morningstar US Market Factors Tilt Index Fund TILT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $202K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $148K | Sell |
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|
2022
Q1 | $179K | Sell |
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|
2021
Q4 | $189K | Buy |
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|
2021
Q3 | $174K | Sell |
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|
2021
Q2 | $178K | Buy |
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|
2021
Q1 | $162K | Buy |
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|
2020
Q4 | $94K | Hold |
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|
2020
Q3 | $79K | Buy |
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|
2020
Q2 | $42K | Hold |
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|
2020
Q1 | $34K | Hold |
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|
2019
Q4 | $47K | Buy |
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