QWP
Quotient Wealth Partners’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $783K | Sell |
1,485
-8
| -0.5% | -$4.22K | 0.02% | 135 |
|
|
2025
Q1 | $759K | Buy |
1,493
+63
| +4% | +$32K | 0.02% | 132 |
|
|
2024
Q4 | $712K | Buy |
1,430
+23
| +2% | +$11.5K | 0.02% | 135 |
|
|
2024
Q3 | $727K | Sell |
1,407
-109
| -7% | -$56.3K | 0.02% | 137 |
|
|
2024
Q2 | $676K | Sell |
1,516
-673
| -31% | -$300K | 0.02% | 134 |
|
|
2024
Q1 | $931K | Sell |
2,189
-567
| -21% | -$241K | 0.03% | 111 |
|
|
2023
Q4 | $1.21M | Buy |
+2,756
| New | +$1.21M | 0.05% | 102 |
|