Flexshares Tr shares owned by Circle Wealth Management
Quarter-by-quarter ownership of Flexshares Tr (NFRA) shares owned by Circle Wealth Management
from 13F filings
Historical chart of Circle Wealth Management investment in Flexshares Tr
Tip: Access up to 7 years of quarterly data
All positions including Flexshares Tr held by Circle Wealth Management 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 |
---|---|---|---|
2023-12-31 | $336k | 6.3k | 53.50 |
2023-09-30 | $304k | 6.3k | 48.43 |
2023-06-30 | $329k | 6.3k | 52.37 |
2023-03-31 | $326k | 6.3k | 51.95 |
2022-12-31 | $316k | 6.3k | 50.41 |
2022-09-30 | $568k | 12k | 45.67 |
2022-06-30 | $643k | 12k | 51.70 |
2022-03-31 | $714k | 12k | 57.41 |
2021-12-31 | $713k | 12k | 57.33 |
2021-09-30 | $694k | 12k | 55.80 |
2021-06-30 | $715k | 12k | 57.49 |
2021-03-31 | $698k | 12k | 56.12 |
2020-12-31 | $516k | 9.6k | 53.76 |
2020-09-30 | $479k | 9.6k | 49.90 |
2020-06-30 | $459k | 9.6k | 47.82 |
2020-03-31 | $415k | 9.6k | 43.23 |
2019-12-31 | $846k | 16k | 53.86 |
2019-06-30 | $293k | 5.8k | 50.94 |