Patriot Financial Group Insurance Agency’s FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund TLTD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$371K Buy
2022
Q3
Sell
2022
Q2
$105K Sell
2022
Q1
$124K Sell
2021
Q4
$151K Buy
2021
Q3
$149K Buy
2021
Q2
$141K Buy
2021
Q1
$123K Buy
2020
Q4
$44K Hold
2020
Q3
$37K Buy