TWM
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Tolleson Wealth Management’s FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund TLTD Stock Holding History

Tolleson Wealth Management’s Portfolio TLTD Stock Details TLTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-4,000
Closed -$214K – 69
2020
Q2 		$214K Buy
+4,000
New +$214K 0.09% 64
2020
Q1 		– Sell
-4,000
Closed -$260K – 71
2019
Q4 		$260K Hold
4,000
– – 0.13% 61
2019
Q3 		$241K Buy
+4,000
New +$241K 0.13% 57