Benjamin Edwards Inc’s NuScale Power SMR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-37,773	Closed	-$535K	–	1196
2025 Q1	$535K	Buy	37,773 +14,627	+63%	+$207K	0.01%	760
2024 Q4	$415K	Sell	23,146 -794	-3%	-$14.2K	0.01%	882
2024 Q3	$277K	Buy	+23,940	New	+$277K	﹤0.01%	974