CWM
Concert Wealth Management’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-28,064
| Closed | -$3M | – | 344 |
|
|
2017
Q1 | $3M | Buy |
28,064
+506
| +2% | +$54.1K | 0.68% | 23 |
|
|
2016
Q4 | $2.95M | Sell |
27,558
-4,741
| -15% | -$507K | 0.66% | 23 |
|
|
2016
Q3 | $2.21M | Sell |
32,299
-2,466
| -7% | -$169K | 0.27% | 89 |
|
|
2016
Q2 | $1.64M | Buy |
34,765
+2,324
| +7% | +$110K | 0.22% | 117 |
|
|
2016
Q1 | $1.16M | Buy |
32,441
+3,805
| +13% | +$136K | 0.16% | 173 |
|
|
2015
Q4 | $942K | Buy |
28,636
+18,748
| +190% | +$617K | 0.13% | 207 |
|
|
2015
Q3 | $243K | Sell |
9,888
-3,114
| -24% | -$76.5K | 0.03% | 554 |
|
|
2015
Q2 | $261K | Buy |
13,002
+292
| +2% | +$5.86K | 0.03% | 555 |
|
|
2015
Q1 | $12K | Sell |
12,710
-190
| -1% | -$179 | ﹤0.01% | 469 |
|
|
2014
Q4 | $259K | Buy |
+12,900
| New | +$259K | 0.04% | 505 |
|