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

Sugarloaf Wealth Management’s Portfolio QDEF Stock Details QDEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-1,955
Closed -$71K – 719
2020
Q1 		$71K Buy
1,955
+15
+0.8% +$545 0.03% 179
2019
Q4 		$93K Buy
+1,940
New +$93K 0.04% 187