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 |
|