Constellation Wealth Advisors’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-113,934
| Closed | -$1.85M | – | 132 |
|
|
2015
Q2 | $1.85M | Buy |
113,934
+14,061
| +14% | +$229K | 0.16% | 94 |
|
|
2015
Q1 | $1.7M | Buy |
99,873
+29,445
| +42% | +$500K | 0.15% | 97 |
|
|
2014
Q4 | $1.13M | Buy |
70,428
+19,509
| +38% | +$312K | 0.09% | 99 |
|
|
2014
Q3 | $720K | Buy |
50,919
+34,665
| +213% | +$490K | 0.07% | 112 |
|
|
2014
Q2 | $209K | Buy |
+16,254
| New | +$209K | 0.02% | 187 |
|