Bison Wealth’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-13,303
| Closed | -$971K | – | 390 |
|
|
2024
Q3 | $971K | Sell |
13,303
-992
| -7% | -$72.4K | 0.15% | 140 |
|
|
2024
Q2 | $902K | Hold |
14,295
| – | – | 0.15% | 150 |
|
|
2024
Q1 | $902K | Buy |
14,295
+565
| +4% | +$35.7K | 0.15% | 150 |
|
|
2023
Q4 | $798K | Buy |
13,730
+3,088
| +29% | +$180K | 0.14% | 157 |
|
|
2023
Q3 | $517K | Buy |
+10,642
| New | +$517K | 0.1% | 210 |
|