Wealth Enhancement Advisory Services’s FlexShares Ultra-Short Income Fund RAVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.5M | Sell |
59,802
-20,676
| -26% | -$1.56M | 0.01% | 942 |
|
|
2025
Q1 | $6.08M | Sell |
80,478
-58,828
| -42% | -$4.45M | 0.01% | 753 |
|
|
2024
Q4 | $10.5M | Sell |
139,306
-11,069
| -7% | -$832K | 0.02% | 541 |
|
|
2024
Q3 | $11.4M | Sell |
150,375
-9,454
| -6% | -$715K | 0.02% | 480 |
|
|
2024
Q2 | $12.1M | Sell |
159,829
-13,636
| -8% | -$1.03M | 0.03% | 436 |
|
|
2024
Q1 | $13.1M | Buy |
+173,465
| New | +$13.1M | 0.03% | 404 |
|