Steward Partners Investment Advisory’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $36.6K | Hold |
500
| – | – | ﹤0.01% | 2634 |
|
2025
Q1 | $34.2K | Buy |
+500
| New | +$34.2K | ﹤0.01% | 2567 |
|
2018
Q2 | – | Sell |
-32,714
| Closed | -$1.43M | – | 2526 |
|
2018
Q1 | $1.43M | Buy |
32,714
+13,023
| +66% | +$569K | 0.1% | 217 |
|
2017
Q4 | $886K | Buy |
19,691
+10,896
| +124% | +$490K | 0.07% | 252 |
|
2017
Q3 | $373K | Buy |
+8,795
| New | +$373K | 0.04% | 349 |
|