Jaffetilchin Investment Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-25,777
| Closed | -$678K | – | 407 |
|
|
2021
Q2 | $678K | Buy |
25,777
+12,971
| +101% | +$341K | 0.05% | 220 |
|
|
2021
Q1 | $338K | Hold |
12,806
| – | – | 0.04% | 250 |
|
|
2020
Q4 | $334K | Sell |
12,806
-3,773
| -23% | -$98.4K | 0.05% | 214 |
|
|
2020
Q3 | $429K | Sell |
16,579
-7,625
| -32% | -$197K | 0.08% | 153 |
|
|
2020
Q2 | $612K | Buy |
+24,204
| New | +$612K | 0.13% | 95 |
|
|
2019
Q3 | – | Sell |
-23,257
| Closed | -$574K | – | 262 |
|
|
2019
Q2 | $574K | Buy |
23,257
+1,148
| +5% | +$28.3K | 0.13% | 110 |
|
|
2019
Q1 | $538K | Sell |
22,109
-9,455
| -30% | -$230K | 0.12% | 150 |
|
|
2018
Q4 | $752K | Buy |
31,564
+8,092
| +34% | +$193K | 0.19% | 81 |
|
|
2018
Q3 | $562K | Buy |
+23,472
| New | +$562K | 0.12% | 142 |
|