Triad Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $678K | Sell |
13,903
-1,330
| -9% | -$64.9K | 0.14% | 115 |
|
|
2025
Q1 | $736K | Sell |
15,233
-8,691
| -36% | -$420K | 0.23% | 76 |
|
|
2024
Q4 | $1.14M | Sell |
23,924
-47,762
| -67% | -$2.28M | 0.41% | 47 |
|
|
2024
Q3 | $3.52M | Sell |
71,686
-28,604
| -29% | -$1.41M | 1.87% | 19 |
|
|
2024
Q2 | $4.76M | Buy |
100,290
+15,944
| +19% | +$757K | 2.49% | 10 |
|
|
2024
Q1 | $4.03M | Buy |
+84,346
| New | +$4.03M | 3.09% | 11 |
|