Laurel Wealth Advisors (North Carolina)’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-400
| Closed | -$11K | – | 737 |
|
|
2021
Q2 | $11K | Hold |
400
| – | – | ﹤0.01% | 452 |
|
|
2021
Q1 | $11K | Hold |
400
| – | – | ﹤0.01% | 418 |
|
|
2020
Q4 | $11K | Hold |
400
| – | – | ﹤0.01% | 411 |
|
|
2020
Q3 | $11K | Hold |
400
| – | – | ﹤0.01% | 384 |
|
|
2020
Q2 | $11K | Hold |
400
| – | – | ﹤0.01% | 376 |
|
|
2020
Q1 | $10K | Sell |
400
-129
| -24% | -$3.23K | ﹤0.01% | 365 |
|
|
2019
Q4 | $14K | Buy |
+529
| New | +$14K | ﹤0.01% | 359 |
|