Apriem Advisors’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-509
| Closed | -$12K | – | 619 |
|
|
2015
Q4 | $12K | Buy |
509
+373
| +274% | +$8.79K | ﹤0.01% | 359 |
|
|
2015
Q3 | $3K | Sell |
136
-3,176
| -96% | -$70.1K | ﹤0.01% | 457 |
|
|
2015
Q2 | $81K | Buy |
3,312
+2,682
| +426% | +$65.6K | 0.03% | 161 |
|
|
2015
Q1 | $15K | Hold |
630
| – | – | 0.01% | 367 |
|
|
2014
Q4 | $15K | Sell |
630
-2,285
| -78% | -$54.4K | 0.01% | 334 |
|
|
2014
Q3 | $72K | Buy |
2,915
+950
| +48% | +$23.5K | 0.03% | 169 |
|
|
2014
Q2 | $50K | Buy |
+1,965
| New | +$50K | 0.02% | 202 |
|