United Capital Financial Advisors’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
Q4 | – | Sell |
-14,214
| Closed | -$367K | – | 1217 |
|
|
2020
Q3 | $367K | Hold |
14,214
| – | – | ﹤0.01% | 901 |
|
|
2020
Q2 | $359K | Buy |
14,214
+7
| +0% | +$177 | ﹤0.01% | 957 |
|
|
2020
Q1 | $349K | Hold |
14,207
| – | – | ﹤0.01% | 937 |
|
|
2019
Q4 | $351K | Buy |
14,207
+2,958
| +26% | +$73.1K | ﹤0.01% | 1077 |
|
|
2019
Q3 | $277K | Buy |
11,249
+10
| +0.1% | +$246 | ﹤0.01% | 1089 |
|
|
2019
Q2 | $277K | Buy |
11,239
+7
| +0.1% | +$173 | ﹤0.01% | 1233 |
|
|
2019
Q1 | $273K | Buy |
+11,232
| New | +$273K | ﹤0.01% | 1144 |
|