Valtinson Bruner Financial Planning’s FlexShares Ultra-Short Income Fund RAVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $400K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $1.57M | Sell |
|
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|
2022
Q2 | $1.58M | Sell |
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|
2022
Q1 | $1.75M | Buy |
|
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|
2021
Q4 | $1.64M | Sell |
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|
2021
Q3 | $1.8M | Buy |
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|
2021
Q2 | $1.75M | Buy |
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|
2021
Q1 | $1.55M | Sell |
|
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|
2020
Q4 | $1.67M | Sell |
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|
2020
Q3 | $2.81M | Sell |
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|
2020
Q2 | $3.15M | Buy |
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|
2020
Q1 | $2.97M | Buy |
|
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|
2019
Q4 | $2.9M | Sell |
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|
2019
Q3 | $3.48M | Buy |
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