Wealth Enhancement Advisory Services’s FlexShares Morningstar US Market Factors Tilt Index Fund TILT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.35M | Sell |
5,929
-350
| -6% | -$79.8K | ﹤0.01% | 1563 |
|
2025
Q1 | $1.29M | Buy |
6,279
+505
| +9% | +$104K | ﹤0.01% | 1474 |
|
2024
Q4 | $1.25M | Hold |
5,774
| – | – | ﹤0.01% | 1419 |
|
2024
Q3 | $1.23M | Hold |
5,774
| – | – | ﹤0.01% | 1283 |
|
2024
Q2 | $1.15M | Hold |
5,774
| – | – | ﹤0.01% | 1213 |
|
2024
Q1 | $1.15M | Hold |
5,774
| – | – | ﹤0.01% | 1179 |
|
2023
Q4 | $1.05M | Hold |
5,774
| – | – | ﹤0.01% | 1153 |
|
2023
Q3 | $940K | Buy |
+5,774
| New | +$940K | ﹤0.01% | 1127 |
|