Atticus Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,675
| Closed | -$85K | – | 616 |
|
|
2022
Q3 | $85K | Hold |
1,675
| – | – | 0.04% | 182 |
|
|
2022
Q2 | $85K | Hold |
1,675
| – | – | 0.04% | 202 |
|
|
2022
Q1 | $99K | Hold |
1,675
| – | – | 0.04% | 198 |
|
|
2021
Q4 | $103K | Hold |
1,675
| – | – | 0.04% | 166 |
|
|
2021
Q3 | $93K | Hold |
1,675
| – | – | 0.04% | 178 |
|
|
2021
Q2 | $94K | Hold |
1,675
| – | – | 0.04% | 177 |
|
|
2021
Q1 | $89K | Hold |
1,675
| – | – | 0.04% | 166 |
|
|
2020
Q4 | $83K | Buy |
+1,675
| New | +$83K | 0.04% | 170 |
|