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ORBA Wealth Advisors’s FlexShares Quality Dividend Index Fund QDF Stock Holding History

ORBA Wealth Advisors’s Portfolio QDF Stock Details QDF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,000
Closed -$205K – 97
2025
Q1 		$205K Hold
3,000
– – 0.1% 104
2024
Q4 		$212K Hold
3,000
– – 0.11% 100
2024
Q3 		$215K Buy
+3,000
New +$215K 0.11% 100