Perigon Wealth Management’s FlexShares Quality Dividend Index Fund QDF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$247K Sell
2025
Q2
$236K Hold
2025
Q1
$220K Hold
2024
Q4
$229K Sell
2024
Q3
$235K Hold
2024
Q2
$218K Hold
2024
Q1
$216K Hold
2023
Q4
$202K Buy
2016
Q4
Sell
2016
Q3
$12K Buy