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Wealthspire Advisors (New York)’s FlexShares Ultra-Short Income Fund RAVI Stock Holding History

Wealthspire Advisors (New York)’s Portfolio RAVI Stock Details RAVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-5,979
Closed -$449K – 628
2018
Q4 		$449K Buy
+5,979
New +$451K 0.04% 38

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