SeaCrest Wealth Management’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 |
-530
| Closed | -$39K | – | 1298 |
|
|
2022
Q2 | $39K | Buy |
+530
| New | +$39K | ﹤0.01% | 1225 |
|
|
2019
Q2 | – | Sell |
-200
| Closed | -$15K | – | 1543 |
|
|
2019
Q1 | $15K | Hold |
200
| – | – | ﹤0.01% | 1402 |
|
|
2018
Q4 | $15K | Hold |
200
| – | – | ﹤0.01% | 1359 |
|
|
2018
Q3 | $15K | Hold |
200
| – | – | ﹤0.01% | 1503 |
|
|
2018
Q2 | $15K | Buy |
+200
| New | +$15K | ﹤0.01% | 1469 |
|