Flexshares Tr fund shares owned by Carolina Wealth Advisors
Quarter-by-quarter ownership of Flexshares Tr fund (ESGG) shares owned by Carolina Wealth Advisors
from 13F filings
Historical chart of Carolina Wealth Advisors investment in Flexshares Tr fund
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All positions including Flexshares Tr fund held by Carolina Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $63k | 364 | 172.52 |
2024-06-30 | $60k | 364 | 164.47 |
2024-03-31 | $63k | 386 | 162.88 |
2023-12-31 | $58k | 386 | 149.53 |
2023-09-30 | $53k | 393 | 134.94 |
2023-06-30 | $47k | 337 | 140.21 |
2023-03-31 | $45k | 337 | 132.09 |
2022-12-31 | $43k | 354 | 121.47 |
2022-09-30 | $30k | 277 | 108.30 |
2022-06-30 | $26k | 218 | 119.27 |
2022-03-31 | $63k | 444 | 141.89 |
2021-12-31 | $67k | 444 | 150.90 |
2021-09-30 | $40k | 285 | 140.35 |
2021-06-30 | $40k | 285 | 140.35 |
2021-03-31 | $37k | 285 | 129.82 |
2020-12-31 | $35k | 285 | 122.81 |
2020-09-30 | $27k | 244 | 110.66 |