Lourd Capital’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
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|
2018
Q2 | $484K | Hold |
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|
2018
Q1 | $485K | Hold |
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|
2017
Q4 | $489K | Sell |
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|
2017
Q3 | $496K | Hold |
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|
2017
Q2 | $495K | Hold |
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|
2017
Q1 | $502K | Sell |
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|
2016
Q4 | $520K | Sell |
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|
2016
Q3 | $538K | Sell |
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|
2016
Q2 | $761K | Sell |
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|
2016
Q1 | $1.36M | Sell |
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|
2015
Q4 | $32M | Sell |
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|
2015
Q3 | $34.1M | Sell |
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|
2015
Q2 | $37.5M | Buy |
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|
2015
Q1 | $36.8M | Buy |
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|
2014
Q4 | $33.1M | Buy |
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|
2014
Q3 | $33.5M | Buy |
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|
2014
Q2 | $33.2M | Buy |
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|
2014
Q1 | $31.3M | Buy |
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|
2013
Q4 | $28.7M | Buy |
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|
2013
Q3 | $26.4M | Buy |
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|
2013
Q2 | $22M | Buy |
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