LWM
QDEF icon

Lionshead Wealth Management’s FlexShares Quality Dividend Defensive Index Fund QDEF Stock Holding History

Lionshead Wealth Management’s Portfolio QDEF Stock Details QDEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,200
Closed -$225K – 109
2024
Q4 		$225K Buy
+3,200
New +$225K 0.16% 104