Quotient Wealth Partners’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $456K | Buy |
5,103
+425
| +9% | +$38K | 0.01% | 201 |
|
2025
Q1 | $355K | Sell |
4,678
-1,011
| -18% | -$76.7K | 0.01% | 228 |
|
2024
Q4 | $440K | Sell |
5,689
-246
| -4% | -$19K | 0.01% | 192 |
|
2024
Q3 | $433K | Buy |
5,935
+298
| +5% | +$21.8K | 0.01% | 191 |
|
2024
Q2 | $340K | Sell |
5,637
-6,113
| -52% | -$368K | 0.01% | 228 |
|
2024
Q1 | $741K | Sell |
11,750
-5,913
| -33% | -$373K | 0.03% | 136 |
|
2023
Q4 | $1.03M | Buy |
+17,663
| New | +$1.03M | 0.04% | 115 |
|