Affinity Wealth Management’s NexGen Energy NXE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-597,862
| Closed | -$4.17M | – | 107 |
|
2024
Q2 | $4.17M | Buy |
597,862
+32,561
| +6% | +$227K | 0.76% | 32 |
|
2024
Q1 | $4.39M | Buy |
565,301
+9,417
| +2% | +$73.2K | 0.81% | 34 |
|
2023
Q4 | $3.89M | Buy |
555,884
+90,813
| +20% | +$636K | 0.8% | 35 |
|
2023
Q3 | $2.78M | Buy |
+465,071
| New | +$2.78M | 0.64% | 39 |
|
2022
Q2 | – | Sell |
-547,937
| Closed | -$3.44M | – | 111 |
|
2022
Q1 | $3.44M | Buy |
547,937
+23,352
| +4% | +$146K | 0.7% | 34 |
|
2021
Q4 | $2.25M | Buy |
524,585
+1,636
| +0.3% | +$7.02K | 0.46% | 41 |
|
2021
Q3 | $2.66M | Buy |
522,949
+2,458
| +0.5% | +$12.5K | 0.52% | 42 |
|
2021
Q2 | $2.01M | Buy |
520,491
+12,076
| +2% | +$46.6K | 0.4% | 48 |
|
2021
Q1 | $1.78M | Buy |
+508,415
| New | +$1.78M | 0.36% | 50 |
|