AE Wealth Management’s Northern Dynasty Minerals NAK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11,099
| Closed | -$2.91K | – | 1684 |
|
|
2023
Q4 | $2.91K | Buy |
11,099
+177
| +2% | +$46 | ﹤0.01% | 2034 |
|
|
2023
Q3 | $3.55K | Buy |
10,922
+400
| +4% | +$130 | ﹤0.01% | 1929 |
|
|
2023
Q2 | $2.53K | Sell |
10,522
-9,510
| -47% | -$2.28K | ﹤0.01% | 1884 |
|
|
2023
Q1 | $4.78K | Hold |
20,032
| – | – | ﹤0.01% | 1861 |
|
|
2022
Q4 | $4.42K | Hold |
20,032
| – | – | ﹤0.01% | 1805 |
|
|
2022
Q3 | $5K | Sell |
20,032
-1,000
| -5% | -$250 | ﹤0.01% | 1730 |
|
|
2022
Q2 | $5K | Buy |
21,032
+7,714
| +58% | +$1.83K | ﹤0.01% | 1706 |
|
|
2022
Q1 | $6K | Buy |
13,318
+1,600
| +14% | +$721 | ﹤0.01% | 1654 |
|
|
2021
Q4 | $4K | Buy |
11,718
+600
| +5% | +$205 | ﹤0.01% | 1688 |
|
|
2021
Q3 | $5K | Sell |
11,118
-2,546
| -19% | -$1.15K | ﹤0.01% | 1591 |
|
|
2021
Q2 | $7K | Sell |
13,664
-3,536
| -21% | -$1.81K | ﹤0.01% | 1554 |
|
|
2021
Q1 | $11K | Buy |
+17,200
| New | +$11K | ﹤0.01% | 1457 |
|
|
2020
Q4 | – | Sell |
-15,350
| Closed | -$15K | – | 1380 |
|
|
2020
Q3 | $15K | Sell |
15,350
-562
| -4% | -$549 | ﹤0.01% | 1255 |
|
|
2020
Q2 | $23K | Sell |
15,912
-3,000
| -16% | -$4.34K | ﹤0.01% | 1233 |
|
|
2020
Q1 | $7K | Buy |
18,912
+1,000
| +6% | +$370 | ﹤0.01% | 1089 |
|
|
2019
Q4 | $8K | Buy |
17,912
+1,079
| +6% | +$482 | ﹤0.01% | 1115 |
|
|
2019
Q3 | $10K | Hold |
16,833
| – | – | ﹤0.01% | 983 |
|
|
2019
Q2 | $10K | Buy |
+16,833
| New | +$10K | ﹤0.01% | 961 |
|