Summit Wealth & Retirement Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,408
| Closed | -$334K | – | 116 |
|
|
2022
Q1 | $334K | Sell |
6,408
-179
| -3% | -$9.33K | 0.12% | 82 |
|
|
2021
Q4 | $389K | Sell |
6,587
-300
| -4% | -$17.7K | 0.13% | 72 |
|
|
2021
Q3 | $412K | Buy |
6,887
+100
| +1% | +$5.98K | 0.15% | 68 |
|
|
2021
Q2 | $412K | Sell |
6,787
-661
| -9% | -$40.1K | 0.15% | 65 |
|
|
2021
Q1 | $428K | Buy |
7,448
+65
| +0.9% | +$3.74K | 0.16% | 73 |
|
|
2020
Q4 | $464K | Buy |
7,383
+2,997
| +68% | +$188K | 0.18% | 85 |
|
|
2020
Q3 | $273K | Buy |
+4,386
| New | +$273K | 0.12% | 92 |
|