Compass Wealth Management’s Nuvalent NUVL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-850
| Closed | -$60.3K | – | 322 |
|
|
2025
Q1 | $60.3K | Hold |
850
| – | – | 0.02% | 227 |
|
|
2024
Q4 | $66.5K | Hold |
850
| – | – | 0.02% | 222 |
|
|
2024
Q3 | $87K | Hold |
850
| – | – | 0.02% | 211 |
|
|
2024
Q2 | $64.5K | Hold |
850
| – | – | 0.02% | 228 |
|
|
2024
Q1 | $63.8K | Hold |
850
| – | – | 0.02% | 231 |
|
|
2023
Q4 | $62.6K | Buy |
+850
| New | +$62.6K | 0.02% | 227 |
|