CreativeOne Wealth’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $708K | Buy |
+7,917
| New | +$708K | 0.02% | 642 |
|
|
2023
Q3 | – | Sell |
-5,332
| Closed | -$266K | – | 741 |
|
|
2023
Q2 | $266K | Sell |
5,332
-1,106
| -17% | -$55.2K | 0.01% | 681 |
|
|
2023
Q1 | $352K | Buy |
6,438
+2,233
| +53% | +$122K | 0.02% | 576 |
|
|
2022
Q4 | $258K | Sell |
4,205
-2,442
| -37% | -$150K | 0.01% | 625 |
|
|
2022
Q3 | $377K | Buy |
6,647
+452
| +7% | +$25.6K | 0.02% | 473 |
|
|
2022
Q2 | $315K | Buy |
6,195
+360
| +6% | +$18.3K | 0.02% | 539 |
|
|
2022
Q1 | $347K | Buy |
5,835
+2,412
| +70% | +$143K | 0.02% | 540 |
|
|
2021
Q4 | $240K | Buy |
+3,423
| New | +$240K | 0.01% | 654 |
|