J.P. Morgan Private Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-12,300
| Closed | -$295K | – | 1577 |
|
|
2018
Q3 | $295K | Hold |
12,300
| – | – | ﹤0.01% | 1301 |
|
|
2018
Q2 | $299K | Buy |
+12,300
| New | +$299K | ﹤0.01% | 1208 |
|
|
2018
Q1 | – | Sell |
-12,300
| Closed | -$300K | – | 1367 |
|
|
2017
Q4 | $300K | Hold |
12,300
| – | – | ﹤0.01% | 1057 |
|
|
2017
Q3 | $302K | Hold |
12,300
| – | – | ﹤0.01% | 1020 |
|
|
2017
Q2 | $302K | Hold |
12,300
| – | – | ﹤0.01% | 1015 |
|
|
2017
Q1 | $307K | Hold |
12,300
| – | – | ﹤0.01% | 1056 |
|
|
2016
Q4 | $304K | Hold |
12,300
| – | – | ﹤0.01% | 986 |
|
|
2016
Q3 | $306K | Hold |
12,300
| – | – | ﹤0.01% | 979 |
|
|
2016
Q2 | $307K | Hold |
12,300
| – | – | ﹤0.01% | 969 |
|
|
2016
Q1 | $304K | Hold |
12,300
| – | – | ﹤0.01% | 941 |
|
|
2015
Q4 | $297K | Hold |
12,300
| – | – | ﹤0.01% | 864 |
|
|
2015
Q3 | $300K | Buy |
+12,300
| New | +$300K | ﹤0.01% | 795 |
|
|
2015
Q2 | – | Sell |
-12,300
| Closed | -$300K | – | 1132 |
|
|
2015
Q1 | $300K | Buy |
+12,300
| New | +$300K | ﹤0.01% | 889 |
|