Sheets Smith Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $302K | Buy |
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|
2022
Q2 | $302K | Buy |
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|
2022
Q1 | $304K | Sell |
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|
2021
Q4 | $835K | Buy |
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|
2021
Q3 | $609K | Buy |
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|
2021
Q2 | $381K | Buy |
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|
2021
Q1 | $228K | Hold |
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|
2020
Q4 | $229K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $227K | Hold |
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|
2014
Q1 | $227K | Hold |
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|
2013
Q4 | $226K | Buy |
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