Cornerstone Planning Group’s Nasdaq NDAQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$12.8K Buy
133
+15
+13% +$1.45K ﹤0.01% 503
2025
Q1
$8.67K Buy
118
+16
+16% +$1.18K ﹤0.01% 610
2024
Q4
$8.31K Hold
102
﹤0.01% 468
2024
Q3
$7.74K Sell
102
-9
-8% -$683 ﹤0.01% 471
2024
Q2
$7.15K Sell
111
-59
-35% -$3.8K ﹤0.01% 505
2024
Q1
$10.3K Sell
170
-170
-50% -$10.3K ﹤0.01% 402
2023
Q4
$19.8K Hold
340
0.01% 317
2023
Q3
$16.5K Buy
+340
New +$16.5K 0.01% 333