QPW
Quantum Private Wealth’s Stifel SF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.55M | Hold |
14,901
| – | – | 0.5% | 38 |
|
|
2025
Q1 | $1.4M | Hold |
14,901
| – | – | 0.53% | 38 |
|
|
2024
Q4 | $1.58M | Hold |
14,901
| – | – | 0.51% | 39 |
|
|
2024
Q3 | $1.4M | Hold |
14,901
| – | – | 0.47% | 42 |
|
|
2024
Q2 | $1.25M | Sell |
14,901
-6,522
| -30% | -$549K | 0.44% | 44 |
|
|
2024
Q1 | $1.67M | Hold |
21,423
| – | – | 0.62% | 36 |
|
|
2023
Q4 | $1.48M | Hold |
21,423
| – | – | 0.62% | 34 |
|
|
2023
Q3 | $1.32M | Buy |
21,423
+17,901
| +508% | +$1.1M | 0.63% | 30 |
|
|
2023
Q2 | $210K | Hold |
3,522
| – | – | 0.1% | 166 |
|
|
2023
Q1 | $208K | Buy |
+3,522
| New | +$208K | 0.11% | 170 |
|