Creative Planning’s DEUTSCHE X-TRACKERS IN-TARGET DATE ETF TDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-3,926
| Closed | -$115K | – | 3892 |
|
|
2015
Q1 | $115K | Hold |
3,926
| – | – | ﹤0.01% | 1494 |
|
|
2014
Q4 | $110K | Buy |
+3,926
| New | +$110K | ﹤0.01% | 1505 |
|
|
2014
Q3 | – | Sell |
-1,042
| Closed | -$35K | – | 4135 |
|
|
2014
Q2 | $35K | Hold |
1,042
| – | – | ﹤0.01% | 2109 |
|
|
2014
Q1 | $30K | Hold |
1,042
| – | – | ﹤0.01% | 2125 |
|
|
2013
Q4 | $31K | Buy |
+1,042
| New | +$31K | ﹤0.01% | 1943 |
|
|
2013
Q3 | – | Hold |
0
| – | – | – | 3476 |
|
|
2013
Q2 | – | Hold |
0
| – | – | – | 3176 |
|