Crewe Advisors’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-505
| Closed | -$36.9K | – | 751 |
|
2024
Q3 | $36.9K | Hold |
505
| – | – | ﹤0.01% | 330 |
|
2024
Q2 | $30.4K | Buy |
505
+314
| +164% | +$18.9K | ﹤0.01% | 470 |
|
2024
Q1 | $12.1K | Buy |
+191
| New | +$12.1K | ﹤0.01% | 596 |
|
2023
Q4 | – | Sell |
-11
| Closed | -$535 | – | 599 |
|
2023
Q3 | $535 | Sell |
11
-6
| -35% | -$292 | ﹤0.01% | 385 |
|
2023
Q2 | $848 | Sell |
17
-286
| -94% | -$14.3K | ﹤0.01% | 593 |
|
2023
Q1 | $16.6K | Sell |
303
-90
| -23% | -$4.92K | ﹤0.01% | 466 |
|
2022
Q4 | $24.1K | Sell |
393
-379
| -49% | -$23.3K | ﹤0.01% | 385 |
|
2022
Q3 | $44K | Buy |
772
+163
| +27% | +$9.29K | 0.01% | 330 |
|
2022
Q2 | $31K | Buy |
+609
| New | +$31K | 0.01% | 351 |
|
2020
Q4 | – | Sell |
-141
| Closed | -$6K | – | 582 |
|
2020
Q3 | $6K | Buy |
+141
| New | +$6K | ﹤0.01% | 332 |
|