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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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Quarterly reported holdings in Flexshares Tr by Circle Wealth Management

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