Centric 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-61,729
| Closed | -$1.52M | – | 212 |
|
|
2020
Q3 | $1.52M | Buy |
+61,729
| New | +$1.52M | 1.14% | 9 |
|
|
2020
Q2 | – | Sell |
-61,729
| Closed | -$1.52M | – | 159 |
|
|
2020
Q1 | $1.52M | Buy |
+61,729
| New | +$1.52M | 1.14% | 9 |
|
|
2019
Q4 | – | Sell |
-61,729
| Closed | -$1.52M | – | 127 |
|
|
2019
Q3 | $1.52M | Hold |
61,729
| – | – | 1.14% | 9 |
|
|
2019
Q2 | $1.52M | Buy |
+61,729
| New | +$1.52M | 1.33% | 11 |
|