Commonwealth Equity Services’s NuScale Power SMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.7M | Buy |
219,939
+10,521
| +5% | +$416K | 0.01% | 1002 |
|
|
2025
Q1 | $2.97M | Buy |
209,418
+11,490
| +6% | +$163K | ﹤0.01% | 1638 |
|
|
2024
Q4 | $3.55M | Sell |
197,928
-11,610
| -6% | -$208K | 0.01% | 1460 |
|
|
2024
Q3 | $2.43M | Buy |
209,538
+131,127
| +167% | +$1.52M | ﹤0.01% | 1691 |
|
|
2024
Q2 | $917K | Buy |
78,411
+36,236
| +86% | +$424K | ﹤0.01% | 2350 |
|
|
2024
Q1 | $224K | Buy |
42,175
+5,502
| +15% | +$29.2K | ﹤0.01% | 3534 |
|
|
2023
Q4 | $121K | Buy |
36,673
+18,434
| +101% | +$60.8K | ﹤0.01% | 3634 |
|
|
2023
Q3 | $89K | Sell |
18,239
-83
| -0.5% | -$405 | ﹤0.01% | 3584 |
|
|
2023
Q2 | $125K | Buy |
18,322
+4,025
| +28% | +$27.5K | ﹤0.01% | 3537 |
|
|
2023
Q1 | $129 | Buy |
14,297
+3,550
| +33% | +$32 | ﹤0.01% | 3440 |
|
|
2022
Q4 | $110K | Buy |
+10,747
| New | +$110K | ﹤0.01% | 3401 |
|