AE Wealth Management’s Nordic American Tanker NAT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-11,352
| Closed | -$34.7K | – | 1955 |
|
2022
Q4 | $34.7K | Buy |
+11,352
| New | +$34.7K | ﹤0.01% | 1763 |
|
2022
Q1 | – | Sell |
-25,156
| Closed | -$43K | – | 1764 |
|
2021
Q4 | $43K | Buy |
25,156
+1,501
| +6% | +$2.57K | ﹤0.01% | 1666 |
|
2021
Q3 | $61K | Buy |
23,655
+106
| +0.5% | +$273 | ﹤0.01% | 1564 |
|
2021
Q2 | $77K | Buy |
+23,549
| New | +$77K | ﹤0.01% | 1531 |
|
2021
Q1 | – | Sell |
-14,132
| Closed | -$42K | – | 1522 |
|
2020
Q4 | $42K | Buy |
14,132
+1,477
| +12% | +$4.39K | ﹤0.01% | 1329 |
|
2020
Q3 | $44K | Buy |
+12,655
| New | +$44K | ﹤0.01% | 1237 |
|
2019
Q4 | – | Sell |
-30,019
| Closed | -$65K | – | 1153 |
|
2019
Q3 | $65K | Hold |
30,019
| – | – | ﹤0.01% | 962 |
|
2019
Q2 | $70K | Buy |
30,019
+4,703
| +19% | +$11K | ﹤0.01% | 935 |
|
2019
Q1 | $51K | Sell |
25,316
-788
| -3% | -$1.59K | ﹤0.01% | 625 |
|
2018
Q4 | $52K | Sell |
26,104
-1,493
| -5% | -$2.97K | 0.01% | 463 |
|
2018
Q3 | $58K | Buy |
+27,597
| New | +$58K | ﹤0.01% | 583 |
|