Sowell Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-14,616
| Closed | -$342K | – | 545 |
|
|
2022
Q3 | $342K | Buy |
+14,616
| New | +$342K | 0.03% | 353 |
|
|
2022
Q1 | – | Sell |
-53,260
| Closed | -$1.49M | – | 484 |
|
|
2021
Q4 | $1.49M | Buy |
53,260
+15,294
| +40% | +$429K | 0.09% | 256 |
|
|
2021
Q3 | $1.06M | Buy |
37,966
+6,896
| +22% | +$193K | 0.07% | 284 |
|
|
2021
Q2 | $870K | Buy |
31,070
+12,657
| +69% | +$354K | 0.06% | 335 |
|
|
2021
Q1 | $518K | Buy |
+18,413
| New | +$518K | 0.02% | 629 |
|