Summit Wealth & Retirement Planning’s FlexShares Credit-Scored US Long Corporate Bond Index Fund LKOR Stock Holding History

Summit Wealth & Retirement Planning’s Portfolio LKOR Stock Details LKOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell
2022 Q1	$334K	Sell
2021 Q4	$389K	Sell
2021 Q3	$412K	Buy
2021 Q2	$412K	Sell
2021 Q1	$428K	Buy
2020 Q4	$464K	Buy
2020 Q3	$273K	Buy