Spire Wealth Management’s FlexShares Credit-Scored US Long Corporate Bond Index Fund LKOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-884
| Closed | -$38.5K | – | 2422 |
|
|
2023
Q2 | $38.5K | Hold |
884
| – | – | ﹤0.01% | 1309 |
|
|
2023
Q1 | $39.2K | Buy |
+884
| New | +$39.2K | ﹤0.01% | 1302 |
|
|
2022
Q4 | – | Sell |
-300
| Closed | -$12K | – | 2364 |
|
|
2022
Q3 | $12K | Sell |
300
-1,581
| -84% | -$63.2K | ﹤0.01% | 1508 |
|
|
2022
Q2 | $84K | Sell |
1,881
-1,877
| -50% | -$83.8K | ﹤0.01% | 1094 |
|
|
2022
Q1 | $196K | Sell |
3,758
-179
| -5% | -$9.34K | 0.01% | 911 |
|
|
2021
Q4 | $233K | Buy |
3,937
+1,778
| +82% | +$105K | 0.01% | 1029 |
|
|
2021
Q3 | $129K | Buy |
2,159
+577
| +36% | +$34.5K | ﹤0.01% | 1100 |
|
|
2021
Q2 | $96K | Buy |
+1,582
| New | +$96K | ﹤0.01% | 1194 |
|