Compass Financial Advisors’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-72,500
| Closed | -$2.01M | – | 63 |
|
|
2023
Q1 | $2.01M | Buy |
72,500
+1,480
| +2% | +$41.1K | 2.55% | 4 |
|
|
2022
Q4 | $1.04M | Buy |
71,020
+12,840
| +22% | +$188K | 1.4% | 15 |
|
|
2022
Q3 | $706K | Sell |
58,180
-5,490
| -9% | -$66.6K | 1.05% | 27 |
|
|
2022
Q2 | $965K | Buy |
63,670
+600
| +1% | +$9.09K | 1.32% | 19 |
|
|
2022
Q1 | $1.72M | Sell |
63,070
-15,970
| -20% | -$436K | 1.9% | 7 |
|
|
2021
Q4 | $2.33M | Buy |
+79,040
| New | +$2.33M | 2.56% | 5 |
|