Atria Wealth Solutions’s FlexShares Quality Dividend Index Fund QDF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$383K Buy
5,232
+426
+9% +$31.2K 0.01% 1046
2025
Q1
$329K Hold
4,806
﹤0.01% 1411
2024
Q4
$339K Hold
4,806
﹤0.01% 1451
2024
Q3
$345K Buy
4,806
+100
+2% +$7.17K ﹤0.01% 1424
2024
Q2
$313K Hold
4,706
﹤0.01% 1465
2024
Q1
$310K Hold
4,706
﹤0.01% 1527
2023
Q4
$290K Hold
4,706
﹤0.01% 1518
2023
Q3
$263K Buy
+4,706
New +$263K ﹤0.01% 1496