Landmark Financial Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | $4.01M | Buy |
65,138
+4,148
| +7% | +$255K | 1.44% | 19 |
|
2023
Q3 | $3.4M | Buy |
60,990
+5,199
| +9% | +$290K | 1.38% | 19 |
|
2023
Q2 | $3.22M | Buy |
55,791
+4,096
| +8% | +$237K | 1.32% | 19 |
|
2023
Q1 | $2.82M | Buy |
51,695
+13,006
| +34% | +$708K | 1.24% | 20 |
|
2022
Q4 | $2.04M | Buy |
38,689
+6,918
| +22% | +$364K | 0.94% | 24 |
|
2022
Q3 | $1.5M | Buy |
31,771
+13,810
| +77% | +$652K | 0.79% | 26 |
|
2022
Q2 | $911K | Buy |
17,961
+10,452
| +139% | +$530K | 0.45% | 32 |
|
2022
Q1 | $434K | Buy |
+7,509
| New | +$434K | 0.21% | 57 |
|