Alera Investment Advisors’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $8.89M | Buy |
73,222
+18,254
| +33% | +$2.22M | 1.04% | 25 |
|
|
2024
Q2 | $6.79M | Buy |
54,968
+16,638
| +43% | +$2.06M | 0.82% | 29 |
|
|
2024
Q1 | $3.46M | Buy |
38,330
+1,960
| +5% | +$177K | 0.47% | 24 |
|
|
2023
Q4 | $1.8M | Buy |
36,370
+410
| +1% | +$20.3K | 0.24% | 30 |
|
|
2023
Q3 | $1.56M | Buy |
35,960
+250
| +0.7% | +$10.9K | 0.26% | 29 |
|
|
2023
Q2 | $1.51M | Buy |
35,710
+13,460
| +60% | +$569K | 0.33% | 30 |
|
|
2023
Q1 | $618K | Buy |
22,250
+330
| +2% | +$9.17K | 0.14% | 89 |
|
|
2022
Q4 | $320K | Buy |
21,920
+1,380
| +7% | +$20.2K | 0.08% | 142 |
|
|
2022
Q3 | $249K | Sell |
20,540
-4,180
| -17% | -$50.7K | 0.07% | 154 |
|
|
2022
Q2 | $375K | Sell |
24,720
-400
| -2% | -$6.07K | 0.1% | 128 |
|
|
2022
Q1 | $685K | Buy |
+25,120
| New | +$685K | 0.16% | 90 |
|
|
2019
Q2 | – | Sell |
-10,280
| Closed | -$46K | – | 693 |
|
|
2019
Q1 | $46K | Buy |
10,280
+1,240
| +14% | +$5.55K | 0.02% | 174 |
|
|
2018
Q4 | $30K | Buy |
+9,040
| New | +$30K | 0.02% | 230 |
|