SWM
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Selective Wealth Management’s FlexShares Quality Dividend Defensive Index Fund QDEF Stock Holding History

Selective Wealth Management’s Portfolio QDEF Stock Details QDEF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-239
Closed -$14K – 784
2021
Q4 		$14K Buy
+239
New +$14K 0.01% 456