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SeaCrest Wealth Management’s FlexShares Ultra-Short Income Fund RAVI Stock Holding History

SeaCrest Wealth Management’s Portfolio RAVI Stock Details RAVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-530
Closed -$39K – 1298
2022
Q2 		$39K Buy
+530
New +$39.6K ﹤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 +$15.1K ﹤0.01% 1469

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LFA
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SFS
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CL
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CPIG
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