Catamount Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | $23K | Hold |
960
| – | – | 0.01% | 110 |
|
2018
Q4 | $23K | Hold |
960
| – | – | 0.02% | 96 |
|
2018
Q3 | $23K | Hold |
960
| – | – | 0.01% | 116 |
|
2018
Q2 | $23K | Hold |
960
| – | – | 0.01% | 108 |
|
2018
Q1 | $23K | Hold |
960
| – | – | 0.01% | 109 |
|
2017
Q4 | $23K | Hold |
960
| – | – | 0.01% | 110 |
|
2017
Q3 | $24K | Hold |
960
| – | – | 0.01% | 110 |
|
2017
Q2 | $24K | Hold |
960
| – | – | 0.01% | 109 |
|
2017
Q1 | $24K | Hold |
960
| – | – | 0.02% | 107 |
|
2016
Q4 | $24K | Hold |
960
| – | – | 0.02% | 94 |
|
2016
Q3 | $24K | Buy |
+960
| New | +$24K | 0.02% | 92 |
|