Bell Investment 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 | $6.8K | Sell |
76
-13
| -15% | -$1.16K | ﹤0.01% | 837 |
|
2025
Q1 | $6.75K | Buy |
89
+7
| +9% | +$531 | ﹤0.01% | 770 |
|
2024
Q4 | $6.34K | Buy |
82
+6
| +8% | +$464 | ﹤0.01% | 810 |
|
2024
Q3 | $5.55K | Buy |
76
+7
| +10% | +$511 | ﹤0.01% | 879 |
|
2024
Q2 | $4.16K | Hold |
69
| – | – | ﹤0.01% | 1013 |
|
2024
Q1 | $4.35K | Hold |
69
| – | – | ﹤0.01% | 999 |
|
2023
Q4 | $4.01K | Sell |
69
-29
| -30% | -$1.69K | ﹤0.01% | 988 |
|
2023
Q3 | $4.76K | Sell |
98
-25
| -20% | -$1.22K | ﹤0.01% | 833 |
|
2023
Q2 | $6.13K | Sell |
123
-24
| -16% | -$1.2K | ﹤0.01% | 711 |
|
2023
Q1 | $8.04K | Sell |
147
-6
| -4% | -$328 | ﹤0.01% | 565 |
|
2022
Q4 | $9.39K | Hold |
153
| – | – | ﹤0.01% | 509 |
|
2022
Q3 | $9K | Buy |
153
+18
| +13% | +$1.06K | ﹤0.01% | 450 |
|
2022
Q2 | $7K | Buy |
+135
| New | +$7K | ﹤0.01% | 570 |
|
2021
Q4 | $7K | Buy |
99
+18
| +22% | +$1.27K | ﹤0.01% | 619 |
|
2021
Q3 | $5K | Buy |
+81
| New | +$5K | ﹤0.01% | 725 |
|