Checchi Capital Advisers’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $605K | Buy |
6,769
+38
| +0.6% | +$3.4K | 0.03% | 292 |
|
|
2025
Q1 | $511K | Buy |
6,731
+18
| +0.3% | +$1.37K | 0.03% | 326 |
|
|
2024
Q4 | $519K | Buy |
6,713
+44
| +0.7% | +$3.4K | 0.03% | 306 |
|
|
2024
Q3 | $487K | Buy |
6,669
+40
| +0.6% | +$2.92K | 0.03% | 329 |
|
|
2024
Q2 | $399K | Buy |
6,629
+264
| +4% | +$15.9K | 0.02% | 371 |
|
|
2024
Q1 | $402K | Sell |
6,365
-75
| -1% | -$4.73K | 0.03% | 372 |
|
|
2023
Q4 | $374K | Buy |
6,440
+166
| +3% | +$9.65K | 0.03% | 372 |
|
|
2023
Q3 | $305K | Sell |
6,274
-726
| -10% | -$35.3K | 0.03% | 399 |
|
|
2023
Q2 | $349K | Sell |
7,000
-576
| -8% | -$28.7K | 0.03% | 372 |
|
|
2023
Q1 | $414K | Sell |
7,576
-216
| -3% | -$11.8K | 0.04% | 329 |
|
|
2022
Q4 | $478K | Sell |
7,792
-26
| -0.3% | -$1.6K | 0.05% | 284 |
|
|
2022
Q3 | $443K | Hold |
7,818
| – | – | 0.04% | 291 |
|
|
2022
Q2 | $471K | Sell |
7,818
-150
| -2% | -$9.04K | 0.04% | 302 |
|
|
2022
Q1 | $473K | Buy |
7,968
+687
| +9% | +$40.8K | 0.04% | 275 |
|
|
2021
Q4 | $510K | Buy |
7,281
+240
| +3% | +$16.8K | 0.04% | 250 |
|
|
2021
Q3 | $453K | Buy |
7,041
+123
| +2% | +$7.91K | 0.04% | 263 |
|
|
2021
Q2 | $405K | Buy |
6,918
+426
| +7% | +$24.9K | 0.04% | 282 |
|
|
2021
Q1 | $319K | Sell |
6,492
-213
| -3% | -$10.5K | 0.03% | 330 |
|
|
2020
Q4 | $297K | Buy |
6,705
+234
| +4% | +$10.4K | 0.03% | 328 |
|
|
2020
Q3 | $265K | Sell |
6,471
-612
| -9% | -$25.1K | 0.03% | 325 |
|
|
2020
Q2 | $282K | Buy |
7,083
+615
| +10% | +$24.5K | 0.03% | 311 |
|
|
2020
Q1 | $205K | Buy |
6,468
+429
| +7% | +$13.6K | 0.02% | 327 |
|
|
2019
Q4 | $216K | Hold |
6,039
| – | – | 0.03% | 386 |
|
|
2019
Q3 | $200K | Sell |
6,039
-1,047
| -15% | -$34.7K | 0.03% | 392 |
|
|
2019
Q2 | $227K | Hold |
7,086
| – | – | 0.03% | 350 |
|
|
2019
Q1 | $207K | Buy |
+7,086
| New | +$207K | 0.02% | 366 |
|
|
2016
Q3 | – | Sell |
-4,875
| Closed | -$105K | – | 913 |
|
|
2016
Q2 | $105K | Sell |
4,875
-768
| -14% | -$16.5K | 0.01% | 551 |
|
|
2016
Q1 | $125K | Buy |
+5,643
| New | +$125K | 0.03% | 492 |
|