AE Wealth Management’s Nutanix NTNX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-10,777
| Closed | -$593K | – | 1706 |
|
2023
Q4 | $593K | Sell |
10,777
-4,095
| -28% | -$226K | ﹤0.01% | 1347 |
|
2023
Q3 | $519K | Sell |
14,872
-8,330
| -36% | -$291K | ﹤0.01% | 1357 |
|
2023
Q2 | $651K | Sell |
23,202
-1,218
| -5% | -$34.2K | ﹤0.01% | 1257 |
|
2023
Q1 | $635K | Sell |
24,420
-198
| -0.8% | -$5.15K | ﹤0.01% | 1234 |
|
2022
Q4 | $641K | Buy |
+24,618
| New | +$641K | ﹤0.01% | 1175 |
|
2021
Q4 | – | Sell |
-20,684
| Closed | -$780K | – | 1747 |
|
2021
Q3 | $780K | Buy |
20,684
+2,108
| +11% | +$79.5K | 0.01% | 954 |
|
2021
Q2 | $710K | Sell |
18,576
-6,053
| -25% | -$231K | 0.01% | 975 |
|
2021
Q1 | $654K | Buy |
+24,629
| New | +$654K | 0.01% | 907 |
|