Summit Wealth & Retirement Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-132,468
| Closed | -$3.35M | – | 113 |
|
|
2020
Q2 | $3.35M | Buy |
132,468
+2,844
| +2% | +$71.9K | 1.57% | 16 |
|
|
2020
Q1 | $3.19M | Sell |
129,624
-3,407
| -3% | -$83.8K | 1.7% | 14 |
|
|
2019
Q4 | $3.29M | Sell |
133,031
-744
| -0.6% | -$18.4K | 1.46% | 15 |
|
|
2019
Q3 | $3.29M | Buy |
133,775
+5,265
| +4% | +$129K | 1.99% | 10 |
|
|
2019
Q2 | $3.17M | Buy |
128,510
+2,947
| +2% | +$72.8K | 1.86% | 10 |
|
|
2019
Q1 | $3.05M | Buy |
125,563
+11,921
| +10% | +$290K | 1.81% | 9 |
|
|
2018
Q4 | $2.71M | Buy |
+113,642
| New | +$2.71M | 2.05% | 8 |
|