QFW
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QTR Family Wealth’s Visa V Stock Holding History

QTR Family Wealth’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.07M Buy
3,019
+703
+30% +$250K 0.66% 35
2025
Q1 		$812K Buy
+2,316
New +$812K 0.61% 39