Sowell Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $6.41M | Sell |
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|
2023
Q2 | $6.64M | Buy |
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|
2023
Q1 | $6.2M | Buy |
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|
2022
Q4 | $5.88M | Buy |
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|
2022
Q3 | $5.75M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $5K | Sell |
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|
2020
Q4 | $8K | Hold |
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|
2020
Q3 | $8K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $475K | Buy |
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