Sowell Financial Services’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-14,139
| Closed | -$334K | – | 585 |
|
|
2023
Q4 | $334K | Sell |
14,139
-61,624
| -81% | -$1.46M | 0.02% | 479 |
|
|
2023
Q3 | $1.76M | Sell |
75,763
-1,404
| -2% | -$32.6K | 0.11% | 210 |
|
|
2023
Q2 | $1.82M | Sell |
77,167
-17,230
| -18% | -$405K | 0.1% | 231 |
|
|
2023
Q1 | $2.28M | Sell |
94,397
-2,135
| -2% | -$51.6K | 0.18% | 135 |
|
|
2022
Q4 | $2.27M | Buy |
96,532
+7,643
| +9% | +$180K | 0.15% | 165 |
|
|
2022
Q3 | $2.08M | Buy |
+88,889
| New | +$2.08M | 0.21% | 131 |
|
|
2021
Q2 | – | Sell |
-999
| Closed | -$27K | – | 2484 |
|
|
2021
Q1 | $27K | Sell |
999
-2,426
| -71% | -$65.6K | ﹤0.01% | 1925 |
|
|
2020
Q4 | $89K | Buy |
3,425
+2,964
| +643% | +$77K | ﹤0.01% | 1199 |
|
|
2020
Q3 | $12K | Buy |
+461
| New | +$12K | ﹤0.01% | 1761 |
|