Applied Research Investments’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-8,301
| Closed | -$493K | – | 32 |
|
|
2022
Q1 | $493K | Sell |
8,301
-63,054
| -88% | -$3.74M | 1.47% | 32 |
|
|
2021
Q4 | $5M | Buy |
71,355
+5,220
| +8% | +$365K | 1.65% | 23 |
|
|
2021
Q3 | $4.26M | Buy |
66,135
+20,733
| +46% | +$1.33M | 1.42% | 24 |
|
|
2021
Q2 | $2.66M | Hold |
45,402
| – | – | 0.95% | 36 |
|
|
2021
Q1 | $2.23M | Buy |
45,402
+2,169
| +5% | +$107K | 0.81% | 39 |
|
|
2020
Q4 | $1.91M | Buy |
43,233
+7,800
| +22% | +$345K | 0.81% | 40 |
|
|
2020
Q3 | $1.45M | Buy |
+35,433
| New | +$1.45M | 0.82% | 37 |
|