Avantax Advisory Services’s NuScale Power SMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Buy |
35,429
+4,763
| +16% | +$188K | 0.01% | 977 |
|
|
2025
Q1 | $434K | Buy |
30,666
+14,838
| +94% | +$210K | ﹤0.01% | 1595 |
|
|
2024
Q4 | $284K | Buy |
15,828
+4,785
| +43% | +$85.8K | ﹤0.01% | 1818 |
|
|
2024
Q3 | $128K | Sell |
11,043
-3,957
| -26% | -$45.8K | ﹤0.01% | 2052 |
|
|
2024
Q2 | $175K | Buy |
15,000
+4,000
| +36% | +$46.8K | ﹤0.01% | 1971 |
|
|
2024
Q1 | $58.4K | Buy |
+11,000
| New | +$58.4K | ﹤0.01% | 1612 |
|