Householder Group Estate & Retirement Specialist’s FlexShares Quality Dividend Defensive Index Fund QDEF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-186
| Closed | -$13K | – | 1024 |
|
2024
Q3 | $13K | Hold |
186
| – | – | ﹤0.01% | 780 |
|
2024
Q2 | $12K | Hold |
186
| – | – | ﹤0.01% | 786 |
|
2024
Q1 | $11.9K | Hold |
186
| – | – | ﹤0.01% | 776 |
|
2023
Q4 | $10K | Hold |
186
| – | – | ﹤0.01% | 768 |
|
2023
Q3 | $10.1K | Buy |
+186
| New | +$10.1K | ﹤0.01% | 786 |
|
2023
Q1 | $10K | Buy |
+186
| New | +$10K | ﹤0.01% | 813 |
|
2022
Q4 | – | Sell |
-186
| Closed | -$8K | – | 914 |
|
2022
Q3 | $8K | Buy |
+186
| New | +$8K | ﹤0.01% | 787 |
|