RIA
TZE

Regal Investment Advisors’s ISHARES TARGET DATE 2015 ETF TZE Stock Holding History

Regal Investment Advisors’s Portfolio TZE Stock Details TZE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-194
Closed -$7K – 982
2014
Q1 		$7K Sell
194
-785
-80% -$28.3K ﹤0.01% 715
2013
Q4 		$37K Hold
979
– – 0.02% 341
2013
Q3 		$36K Hold
979
– – 0.02% 362
2013
Q2 		$35K Buy
+979
New +$35K 0.02% 348