Stratos Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,422
| Closed | -$485K | – | 699 |
|
|
2025
Q1 | $485K | Sell |
11,422
-4,389
| -28% | -$186K | 0.03% | 435 |
|
|
2024
Q4 | $663K | Sell |
15,811
-8
| -0.1% | -$335 | 0.03% | 406 |
|
|
2024
Q3 | $721K | Buy |
15,819
+2,536
| +19% | +$116K | 0.03% | 416 |
|
|
2024
Q2 | $566K | Buy |
13,283
+819
| +7% | +$34.9K | 0.03% | 441 |
|
|
2024
Q1 | $546K | Buy |
12,464
+3,341
| +37% | +$146K | 0.03% | 440 |
|
|
2023
Q4 | $408K | Sell |
9,123
-4
| -0% | -$179 | 0.02% | 497 |
|
|
2023
Q3 | $364K | Sell |
9,127
-151
| -2% | -$6.03K | 0.02% | 487 |
|
|
2023
Q2 | $405K | Buy |
+9,278
| New | +$405K | 0.03% | 455 |
|