Institute for 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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-209
| Closed | -$5K | – | 55 |
|
|
2014
Q3 | $5K | Hold |
209
| – | – | ﹤0.01% | 58 |
|
|
2014
Q2 | $5K | Hold |
209
| – | – | ﹤0.01% | 58 |
|
|
2014
Q1 | $5K | Hold |
209
| – | – | ﹤0.01% | 69 |
|
|
2013
Q4 | $5K | Hold |
209
| – | – | ﹤0.01% | 64 |
|
|
2013
Q3 | $5K | Sell |
209
-234
| -53% | -$5.6K | ﹤0.01% | 57 |
|
|
2013
Q2 | $11K | Buy |
+443
| New | +$11K | 0.01% | 86 |
|