Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-6,400
| Closed | -$152K | – | 2594 |
|
|
2018
Q4 | $152K | Sell |
6,400
-8,200
| -56% | -$195K | 0.01% | 469 |
|
|
2018
Q3 | $350K | Hold |
14,600
| – | – | 0.03% | 318 |
|
|
2018
Q2 | $355K | Hold |
14,600
| – | – | 0.03% | 313 |
|
|
2018
Q1 | $356K | Hold |
14,600
| – | – | 0.03% | 319 |
|
|
2017
Q4 | $356K | Hold |
14,600
| – | – | 0.03% | 333 |
|
|
2017
Q3 | $359K | Hold |
14,600
| – | – | 0.04% | 317 |
|
|
2017
Q2 | $359K | Buy |
+14,600
| New | +$359K | 0.04% | 300 |
|