Concourse Financial Group Securities’s NerdWallet NRDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 5476 |
|
|
2024
Q4 | – | Sell |
-100
| Closed | -$1.27K | – | 6341 |
|
|
2024
Q3 | $1.27K | Buy |
+100
| New | +$1.27K | ﹤0.01% | 2034 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 6353 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 6350 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 6281 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 6147 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 6002 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 5785 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 5781 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 5601 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 5578 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 5474 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 5478 |
|