Lucia Wealth Services’s FlexShares Quality Dividend Index Fund QDF Stock Holding History

Lucia Wealth Services’s Portfolio QDF Stock Details QDF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell
2020 Q2	$97K	Hold
2020 Q1	$83K	Sell
2019 Q4	$165K	Buy
2019 Q3	$95K	Hold
2019 Q2	$94K	Hold
2019 Q1	$94K	Buy
2018 Q4	–	Sell
2018 Q3	$99K	Buy