Patriot Financial Group Insurance Agency’s FlexShares US Quality Large Cap Index Fund QLC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $262K | Sell |
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|
2025
Q2 | $252K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $205K | Sell |
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|
2022
Q2 | $288K | Buy |
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|
2022
Q1 | $302K | Buy |
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|
2021
Q4 | $295K | Buy |
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|
2021
Q3 | $263K | Buy |
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|
2021
Q2 | $128K | Buy |
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|
2021
Q1 | $103K | Buy |
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|
2020
Q4 | $39K | Hold |
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|
2020
Q3 | $35K | Buy |
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