UWM
USAdvisors Wealth Management’s FlexShares Quality Dividend Defensive Index Fund QDEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,780
| Closed | -$224K | – | 139 |
|
|
2021
Q4 | $224K | Sell |
3,780
-847
| -18% | -$50.2K | 0.09% | 113 |
|
|
2021
Q3 | $246K | Sell |
4,627
-677
| -13% | -$36K | 0.11% | 98 |
|
|
2021
Q2 | $285K | Sell |
5,304
-129,521
| -96% | -$6.96M | 0.15% | 88 |
|
|
2021
Q1 | $6.9M | Buy |
+134,825
| New | +$6.9M | 3.33% | 9 |
|