Chicago Partners Investment Group’s Nasdaq NDAQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$504K Buy
+5,714
New +$504K 0.01% 595
2018
Q4
Sell
-765
Closed -$21K 691
2018
Q3
$21K Hold
765
﹤0.01% 680
2018
Q2
$23K Hold
765
﹤0.01% 633
2018
Q1
$22K Hold
765
﹤0.01% 613
2017
Q4
$20K Hold
765
﹤0.01% 623
2017
Q3
$20K Sell
765
-765
-50% -$20K ﹤0.01% 628
2017
Q2
$35K Buy
+1,530
New +$35K 0.01% 438