United Capital Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-11,330
| Closed | -$312K | – | 1216 |
|
|
2020
Q3 | $312K | Hold |
11,330
| – | – | ﹤0.01% | 944 |
|
|
2020
Q2 | $303K | Sell |
11,330
-824
| -7% | -$22K | ﹤0.01% | 996 |
|
|
2020
Q1 | $314K | Hold |
12,154
| – | – | ﹤0.01% | 954 |
|
|
2019
Q4 | $311K | Buy |
12,154
+837
| +7% | +$21.4K | ﹤0.01% | 1116 |
|
|
2019
Q3 | $289K | Buy |
11,317
+10
| +0.1% | +$255 | ﹤0.01% | 1077 |
|
|
2019
Q2 | $289K | Sell |
11,307
-139
| -1% | -$3.55K | ﹤0.01% | 1215 |
|
|
2019
Q1 | $285K | Buy |
+11,446
| New | +$285K | ﹤0.01% | 1129 |
|