Aevitas Wealth Management’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | $372K | Sell |
25,440
-20,020
| -44% | -$293K | 0.22% | 84 |
|
2022
Q3 | $552K | Sell |
45,460
-7,070
| -13% | -$85.8K | 0.41% | 61 |
|
2022
Q2 | $796K | Sell |
52,530
-200
| -0.4% | -$3.03K | 0.54% | 53 |
|
2022
Q1 | $1.44M | Buy |
52,730
+6,430
| +14% | +$175K | 0.88% | 34 |
|
2021
Q4 | $1.36M | Buy |
46,300
+19,150
| +71% | +$563K | 0.81% | 36 |
|
2021
Q3 | $562K | Buy |
+27,150
| New | +$562K | 0.36% | 70 |
|
2018
Q4 | – | Sell |
-12,160
| Closed | -$85K | – | 441 |
|
2018
Q3 | $85K | Buy |
12,160
+12,000
| +7,500% | +$83.9K | 0.08% | 153 |
|
2018
Q2 | $1K | Hold |
160
| – | – | ﹤0.01% | 412 |
|
2018
Q1 | $1K | Hold |
160
| – | – | ﹤0.01% | 433 |
|
2017
Q4 | $1K | Buy |
+160
| New | +$1K | ﹤0.01% | 426 |
|