CPA
Clear Perspective Advisors’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $5.39M | Buy |
18,327
+677
| +4% | +$199K | 1.64% | 12 |
|
|
2021
Q3 | $3.66M | Buy |
17,650
+13,127
| +290% | +$2.72M | 1.25% | 16 |
|
|
2021
Q2 | $3.62M | Buy |
4,523
+270
| +6% | +$216K | 1.26% | 18 |
|
|
2021
Q1 | $2.27M | Sell |
4,253
-46
| -1% | -$24.6K | 0.89% | 22 |
|
|
2020
Q4 | $2.25M | Sell |
4,299
-99
| -2% | -$51.7K | 0.92% | 23 |
|
|
2020
Q3 | $10.5K | Sell |
4,398
-320
| -7% | -$763 | 4.93% | 5 |
|
|
2020
Q2 | $1.79M | Sell |
4,718
-461
| -9% | -$175K | 0.98% | 20 |
|
|
2020
Q1 | $1.37M | Buy |
5,179
+736
| +17% | +$194K | 0.91% | 21 |
|
|
2019
Q4 | $1.05M | Buy |
4,443
+20
| +0.5% | +$4.7K | 0.65% | 38 |
|
|
2019
Q3 | $770K | Sell |
4,423
-78
| -2% | -$13.6K | 0.35% | 64 |
|
|
2019
Q2 | $739K | Buy |
4,501
+63
| +1% | +$10.3K | 0.47% | 54 |
|
|
2019
Q1 | $835K | Buy |
4,438
+885
| +25% | +$167K | 0.59% | 45 |
|
|
2018
Q4 | $474K | Buy |
3,553
+719
| +25% | +$95.9K | 0.39% | 76 |
|
|
2018
Q3 | $796K | Hold |
2,834
| – | – | 0.59% | 49 |
|
|
2018
Q2 | $671K | Sell |
2,834
-185
| -6% | -$43.8K | 0.47% | 59 |
|
|
2018
Q1 | $699K | Buy |
3,019
+84
| +3% | +$19.4K | 0.52% | 51 |
|
|
2017
Q4 | $568K | Buy |
2,935
+265
| +10% | +$51.3K | 0.43% | 63 |
|
|
2017
Q3 | $477K | Buy |
2,670
+20
| +0.8% | +$3.57K | 0.39% | 70 |
|
|
2017
Q2 | $383K | Hold |
2,650
| – | – | 0.32% | 80 |
|
|
2017
Q1 | $289K | Sell |
2,650
-400
| -13% | -$43.6K | 0.19% | 96 |
|
|
2016
Q4 | $326K | Buy |
+3,050
| New | +$326K | 0.22% | 97 |
|