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