Secured Retirement Advisors’s FlexShares Quality Dividend Defensive Index Fund QDEF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-17,771
| Closed | -$1.25M | – | 156 |
|
2024
Q4 | $1.25M | Sell |
17,771
-1,689
| -9% | -$119K | 0.71% | 58 |
|
2024
Q3 | $1.39M | Buy |
19,460
+112
| +0.6% | +$8.01K | 1% | 41 |
|
2024
Q2 | $1.27M | Sell |
19,348
-805
| -4% | -$52.8K | 0.99% | 42 |
|
2024
Q1 | $1.29M | Sell |
20,153
-415
| -2% | -$26.6K | 1.1% | 37 |
|
2023
Q4 | $1.21M | Buy |
+20,568
| New | +$1.21M | 1.17% | 36 |
|