CreativeOne Wealth’s NetApp NTAP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$220K Buy
+2,065
New +$220K 0.01% 1028
2024
Q3
Sell
-3,817
Closed -$492K 976
2024
Q2
$492K Sell
3,817
-1,347
-26% -$174K 0.02% 479
2024
Q1
$543K Buy
5,164
+1,618
+46% +$170K 0.02% 542
2023
Q4
$312K Sell
3,546
-3,027
-46% -$266K 0.02% 490
2023
Q3
$499K Sell
6,573
-6,393
-49% -$485K 0.04% 337
2023
Q2
$991K Buy
+12,966
New +$991K 0.05% 333