Norris Financial Group, LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $1.73M | Buy |
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|
2023
Q1 | $1.31M | Buy |
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|
2022
Q4 | $437K | Buy |
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|
2022
Q3 | $297K | Sell |
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|
2022
Q2 | $319K | Sell |
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|
2022
Q1 | $3.14M | Sell |
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|
2021
Q4 | $4.16M | Sell |
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|
2021
Q3 | $4.26M | Sell |
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|
2021
Q2 | $4.57M | Buy |
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|
2021
Q1 | $3.27M | Buy |
|