Aviance Capital Partners’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $730K | Hold |
8,165
| – | – | 0.1% | 181 |
|
2025
Q1 | $619K | Hold |
8,165
| – | – | 0.09% | 199 |
|
2024
Q4 | $631K | Sell |
8,165
-75
| -0.9% | -$5.8K | 0.09% | 189 |
|
2024
Q3 | $602K | Sell |
8,240
-695
| -8% | -$50.7K | 0.08% | 207 |
|
2024
Q2 | $538K | Sell |
8,935
-235
| -3% | -$14.2K | 0.08% | 202 |
|
2024
Q1 | $579K | Sell |
9,170
-190
| -2% | -$12K | 0.09% | 198 |
|
2023
Q4 | $544K | Hold |
9,360
| – | – | 0.12% | 165 |
|
2023
Q3 | $455K | Sell |
9,360
-100
| -1% | -$4.86K | 0.1% | 173 |
|
2023
Q2 | $472K | Sell |
9,460
-140
| -1% | -$6.98K | 0.1% | 180 |
|
2023
Q1 | $525K | Hold |
9,600
| – | – | 0.12% | 170 |
|
2022
Q4 | $589K | Hold |
9,600
| – | – | 0.14% | 167 |
|
2022
Q3 | $544K | Hold |
9,600
| – | – | 0.14% | 162 |
|
2022
Q2 | $488K | Hold |
9,600
| – | – | 0.11% | 178 |
|
2022
Q1 | $570K | Hold |
9,600
| – | – | 0.1% | 177 |
|
2021
Q4 | $672K | Sell |
9,600
-93
| -1% | -$6.51K | 0.11% | 171 |
|
2021
Q3 | $624K | Sell |
9,693
-1,005
| -9% | -$64.7K | 0.11% | 174 |
|
2021
Q2 | $627K | Sell |
10,698
-504
| -4% | -$29.5K | 0.11% | 179 |
|
2021
Q1 | $551K | Hold |
11,202
| – | – | 0.11% | 190 |
|
2020
Q4 | $496K | Hold |
11,202
| – | – | 0.1% | 179 |
|
2020
Q3 | $458K | Sell |
11,202
-900
| -7% | -$36.8K | 0.1% | 172 |
|
2020
Q2 | $482K | Sell |
12,102
-1,440
| -11% | -$57.4K | 0.12% | 169 |
|
2020
Q1 | $429K | Sell |
13,542
-1,173
| -8% | -$37.2K | 0.14% | 156 |
|
2019
Q4 | $525K | Sell |
14,715
-1,485
| -9% | -$53K | 0.13% | 158 |
|
2019
Q3 | $536K | Sell |
16,200
-11,217
| -41% | -$371K | 0.16% | 146 |
|
2019
Q2 | $879K | Hold |
27,417
| – | – | 0.24% | 116 |
|
2019
Q1 | $800K | Buy |
27,417
+45
| +0.2% | +$1.31K | 0.23% | 127 |
|
2018
Q4 | $744K | Hold |
27,372
| – | – | 0.26% | 110 |
|
2018
Q3 | $783K | Sell |
27,372
-675
| -2% | -$19.3K | 0.19% | 129 |
|
2018
Q2 | $853K | Sell |
28,047
-540
| -2% | -$16.4K | 0.25% | 118 |
|
2018
Q1 | $821K | Buy |
28,587
+75
| +0.3% | +$2.15K | 0.25% | 122 |
|
2017
Q4 | $730K | Sell |
28,512
-180
| -0.6% | -$4.61K | 0.24% | 125 |
|
2017
Q3 | $742K | Sell |
28,692
-1,590
| -5% | -$41.1K | 0.25% | 117 |
|
2017
Q2 | $722K | Buy |
30,282
+5,739
| +23% | +$137K | 0.23% | 118 |
|
2017
Q1 | $568K | Buy |
24,543
+3,375
| +16% | +$78.1K | 0.21% | 131 |
|
2016
Q4 | $474K | Buy |
+21,168
| New | +$474K | 0.17% | 137 |
|