Chicago Partners Investment Group’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 | – | Sell |
-27,113
| Closed | -$648K | – | 351 |
|
|
2018
Q4 | $648K | Hold |
27,113
| – | – | 0.1% | 164 |
|
|
2018
Q3 | $647K | Hold |
27,113
| – | – | 0.1% | 161 |
|
|
2018
Q2 | $659K | Hold |
27,113
| – | – | 0.1% | 147 |
|
|
2018
Q1 | $661K | Buy |
27,113
+9,163
| +51% | +$223K | 0.11% | 128 |
|
|
2017
Q4 | $437K | Hold |
17,950
| – | – | 0.07% | 177 |
|
|
2017
Q3 | $441K | Sell |
17,950
-17,950
| -50% | -$441K | 0.08% | 175 |
|
|
2017
Q2 | $887K | Buy |
+35,900
| New | +$887K | 0.23% | 78 |
|