Beacon Pointe Advisors’s Nasdaq NDAQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$404K Buy
+4,514
New +$404K ﹤0.01% 943
2024
Q4
Sell
-2,773
Closed -$202K 1233
2024
Q3
$202K Buy
+2,773
New +$202K ﹤0.01% 1140
2024
Q2
Sell
-3,188
Closed -$201K 1317
2024
Q1
$201K Buy
+3,188
New +$201K ﹤0.01% 1248