Resurgent Financial Advisors’s FlexShares Quality Dividend Index Fund QDF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-1,150
| Closed | -$70.8K | – | 405 |
|
2023
Q4 | $70.8K | Sell |
1,150
-52
| -4% | -$3.2K | 0.04% | 282 |
|
2023
Q3 | $67K | Sell |
1,202
-149
| -11% | -$8.31K | 0.05% | 283 |
|
2023
Q2 | $78.1K | Hold |
1,351
| – | – | 0.05% | 266 |
|
2023
Q1 | $73.6K | Sell |
1,351
-470
| -26% | -$25.6K | 0.05% | 267 |
|
2022
Q4 | $95.8K | Buy |
+1,821
| New | +$95.8K | 0.05% | 309 |
|