Valeo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-95
| Closed | -$3K | – | 1587 |
|
|
2021
Q1 | $3K | Hold |
95
| – | – | ﹤0.01% | 1634 |
|
|
2020
Q4 | $2K | Hold |
95
| – | – | ﹤0.01% | 1516 |
|
|
2020
Q3 | $2K | Hold |
95
| – | – | ﹤0.01% | 1386 |
|
|
2020
Q2 | $2K | Hold |
95
| – | – | ﹤0.01% | 1718 |
|
|
2020
Q1 | $2K | Hold |
95
| – | – | ﹤0.01% | 1528 |
|
|
2019
Q4 | $2K | Buy |
+95
| New | +$2K | ﹤0.01% | 1472 |
|