HC Financial Advisors’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $84K | Hold |
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|
2022
Q1 | $88K | Hold |
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|
2021
Q4 | $89K | Sell |
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|
2021
Q3 | $92K | Hold |
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|
2021
Q2 | $92K | Hold |
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|
2021
Q1 | $92K | Sell |
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|
2020
Q4 | $119K | Sell |
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|
2020
Q3 | $146K | Sell |
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|
2020
Q2 | $168K | Sell |
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|
2020
Q1 | $439K | Sell |
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|
2019
Q4 | $3.26M | Sell |
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|
2019
Q3 | $3.66M | Sell |
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|
2019
Q2 | $4.35M | Buy |
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|
2019
Q1 | $4.16M | Sell |
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|
2018
Q4 | $4.47M | Sell |
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|
2018
Q3 | $6.91M | Buy |
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|
2018
Q2 | $5.75M | Buy |
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|
2018
Q1 | $5.38M | Buy |
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|
2017
Q4 | $4.66M | Buy |
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