Raab & Moskowitz Asset Management’s FlexShares Ultra-Short Income Fund RAVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $606K | Hold |
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|
2025
Q1 | $607K | Sell |
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|
2024
Q4 | $604K | Sell |
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|
2024
Q3 | $638K | Sell |
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|
2024
Q2 | $647K | Sell |
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|
2024
Q1 | $652K | Sell |
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|
2023
Q4 | $707K | Sell |
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|
2023
Q3 | $727K | Sell |
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|
2023
Q2 | $759K | Sell |
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|
2023
Q1 | $775K | Sell |
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|
2022
Q4 | $791K | Sell |
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|
2022
Q3 | $837K | Sell |
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|
2022
Q2 | $853K | Sell |
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|
2022
Q1 | $951K | Sell |
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|
2021
Q4 | $1M | Sell |
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|
2021
Q3 | $1.04M | Sell |
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|
2021
Q2 | $1.12M | Sell |
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|
2021
Q1 | $1.13M | Sell |
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|
2020
Q4 | $1.23M | Buy |
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|
2020
Q3 | $1.03M | Buy |
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|
2020
Q2 | $843K | Sell |
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|
2020
Q1 | $846K | Sell |
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|
2019
Q4 | $873K | Buy |
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|
2019
Q3 | $640K | Buy |
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