U.S. Capital Wealth Advisors’s FlexShares Morningstar US Market Factors Tilt Index Fund TILT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$327K Sell
2025
Q2
$306K Hold
2025
Q1
$281K Hold
2024
Q4
$295K Hold
2024
Q3
$291K Sell
2024
Q2
$333K Sell
2024
Q1
$341K Hold
2023
Q4
$313K Sell
2023
Q3
$437K Sell
2023
Q2
$476K Sell
2023
Q1
$483K Hold
2022
Q4
$457K Hold
2022
Q3
$426K Sell
2022
Q2
$465K Sell
2022
Q1
$664K Hold
2021
Q4
$696K Sell
2021
Q3
$663K Buy