Summit Wealth & Retirement Planning’s FlexShares Credit-Scored US Corporate Bond Index Fund SKOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,159
| Closed | -$245K | – | 100 |
|
|
2023
Q1 | $245K | Sell |
5,159
-6,168
| -54% | -$293K | 0.09% | 96 |
|
|
2022
Q4 | $525K | Sell |
11,327
-107
| -0.9% | -$4.96K | 0.21% | 61 |
|
|
2022
Q3 | $522K | Sell |
11,434
-190
| -2% | -$8.67K | 0.21% | 61 |
|
|
2022
Q2 | $551K | Sell |
11,624
-550
| -5% | -$26.1K | 0.21% | 59 |
|
|
2022
Q1 | $606K | Sell |
12,174
-1,626
| -12% | -$80.9K | 0.21% | 61 |
|
|
2021
Q4 | $728K | Sell |
13,800
-2,147
| -13% | -$113K | 0.25% | 50 |
|
|
2021
Q3 | $859K | Sell |
15,947
-300
| -2% | -$16.2K | 0.31% | 49 |
|
|
2021
Q2 | $880K | Sell |
16,247
-1,843
| -10% | -$99.8K | 0.33% | 47 |
|
|
2021
Q1 | $968K | Sell |
18,090
-1,355
| -7% | -$72.5K | 0.36% | 45 |
|
|
2020
Q4 | $1.07M | Buy |
19,445
+4,186
| +27% | +$230K | 0.4% | 46 |
|
|
2020
Q3 | $836K | Buy |
+15,259
| New | +$836K | 0.36% | 51 |
|