Avitas Wealth Management’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.42M | Sell |
18,348
-151
| -0.8% | -$11.7K | 0.2% | 113 |
|
|
2024
Q3 | $1.35M | Sell |
18,499
-184
| -1% | -$13.4K | 0.19% | 123 |
|
|
2024
Q2 | $1.13M | Sell |
18,683
-159
| -0.8% | -$9.58K | 0.16% | 132 |
|
|
2024
Q1 | $1.19M | Sell |
18,842
-252
| -1% | -$15.9K | 0.18% | 132 |
|
|
2023
Q4 | $1.11M | Buy |
19,094
+315
| +2% | +$18.3K | 0.19% | 126 |
|
|
2023
Q3 | $912K | Sell |
18,779
-429
| -2% | -$20.8K | 0.17% | 128 |
|
|
2023
Q2 | $958K | Sell |
19,208
-8
| -0% | -$399 | 0.17% | 126 |
|
|
2023
Q1 | $1.05M | Buy |
19,216
+168
| +0.9% | +$9.19K | 0.21% | 126 |
|
|
2022
Q4 | $1.17M | Buy |
19,048
+69
| +0.4% | +$4.23K | 0.25% | 105 |
|
|
2022
Q3 | $1.08M | Sell |
18,979
-2
| -0% | -$113 | 0.25% | 107 |
|
|
2022
Q2 | $965K | Buy |
18,981
+150
| +0.8% | +$7.63K | 0.21% | 121 |
|
|
2022
Q1 | $1.12M | Sell |
18,831
-26,391
| -58% | -$1.57M | 0.2% | 119 |
|
|
2021
Q4 | $3.17M | Buy |
45,222
+720
| +2% | +$50.4K | 0.53% | 75 |
|
|
2021
Q3 | $2.86M | Sell |
44,502
-510
| -1% | -$32.8K | 0.52% | 77 |
|
|
2021
Q2 | $2.64M | Buy |
45,012
+1,077
| +2% | +$63.1K | 0.47% | 81 |
|
|
2021
Q1 | $2.16M | Sell |
43,935
-1,626
| -4% | -$79.9K | 0.42% | 88 |
|
|
2020
Q4 | $2.02M | Buy |
45,561
+615
| +1% | +$27.2K | 0.41% | 100 |
|
|
2020
Q3 | $1.84M | Buy |
44,946
+5,658
| +14% | +$231K | 0.51% | 72 |
|
|
2020
Q2 | $1.57M | Sell |
39,288
-1,227
| -3% | -$48.9K | 0.52% | 75 |
|
|
2020
Q1 | $1.28M | Buy |
+40,515
| New | +$1.28M | 0.58% | 69 |
|
|
2019
Q1 | – | Sell |
-99,978
| Closed | -$2.72M | – | 168 |
|
|
2018
Q4 | $2.72M | Sell |
99,978
-1,134
| -1% | -$30.8K | 0.89% | 43 |
|
|
2018
Q3 | $2.89M | Buy |
101,112
+2,052
| +2% | +$58.7K | 0.82% | 52 |
|
|
2018
Q2 | $3.01M | Buy |
+99,060
| New | +$3.01M | 0.94% | 39 |
|