Buckingham Strategic Wealth’s Nerdy NRDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $25K | Hold |
14,954
| – | – | ﹤0.01% | 758 |
|
|
2024
Q1 | $43.5K | Hold |
14,954
| – | – | ﹤0.01% | 747 |
|
|
2023
Q4 | $51.3K | Buy |
+14,954
| New | +$51.3K | ﹤0.01% | 711 |
|
|
2023
Q2 | – | Sell |
-19,415
| Closed | -$43.7K | – | 712 |
|
|
2023
Q1 | $43.7K | Hold |
19,415
| – | – | ﹤0.01% | 600 |
|
|
2022
Q4 | $43.7K | Buy |
19,415
+7,061
| +57% | +$15.9K | ﹤0.01% | 602 |
|
|
2022
Q3 | $26K | Hold |
12,354
| – | – | ﹤0.01% | 596 |
|
|
2022
Q2 | $26K | Buy |
+12,354
| New | +$26K | ﹤0.01% | 596 |
|