Bailard’s NerdWallet NRDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Sell |
22,300
-3,800
| -15% | -$41.7K | 0.01% | 682 |
|
|
2025
Q1 | $236K | Buy |
26,100
+14,100
| +118% | +$128K | 0.01% | 650 |
|
|
2024
Q4 | $160K | Buy |
+12,000
| New | +$160K | ﹤0.01% | 703 |
|
|
2023
Q2 | – | Sell |
-13,427
| Closed | -$217K | – | 749 |
|
|
2023
Q1 | $217K | Buy |
+13,427
| New | +$217K | 0.01% | 620 |
|