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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $245K | Sell |
|
|||||
|
2022
Q4 | $525K | Sell |
|
|||||
|
2022
Q3 | $522K | Sell |
|
|||||
|
2022
Q2 | $551K | Sell |
|
|||||
|
2022
Q1 | $606K | Sell |
|
|||||
|
2021
Q4 | $728K | Sell |
|
|||||
|
2021
Q3 | $859K | Sell |
|
|||||
|
2021
Q2 | $880K | Sell |
|
|||||
|
2021
Q1 | $968K | Sell |
|
|||||
|
2020
Q4 | $1.07M | Buy |
|
|||||
|
2020
Q3 | $836K | Buy |
|