Wealth Architects’s Quad QUAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $284K | Sell |
50,229
-2
| -0% | -$11 | 0.03% | 178 |
|
|
2025
Q1 | $274K | Hold |
50,231
| – | – | 0.03% | 185 |
|
|
2024
Q4 | $350K | Hold |
50,231
| – | – | 0.04% | 151 |
|
|
2024
Q3 | $228K | Hold |
50,231
| – | – | 0.03% | 196 |
|
|
2024
Q2 | $274K | Buy |
50,231
+26
| +0.1% | +$142 | 0.03% | 174 |
|
|
2024
Q1 | $267K | Buy |
+50,205
| New | +$267K | 0.04% | 170 |
|