Cyndeo Wealth Partners’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-26,550
| Closed | -$1.54M | – | 393 |
|
|
2023
Q4 | $1.54M | Sell |
26,550
-313
| -1% | -$18.2K | 0.14% | 162 |
|
|
2023
Q3 | $1.31M | Buy |
26,863
+190
| +0.7% | +$9.23K | 0.14% | 159 |
|
|
2023
Q2 | $1.33M | Sell |
26,673
-3,155
| -11% | -$157K | 0.14% | 154 |
|
|
2023
Q1 | $1.63M | Buy |
29,828
+1,246
| +4% | +$68.1K | 0.18% | 143 |
|
|
2022
Q4 | $1.75M | Buy |
+28,582
| New | +$1.75M | 0.21% | 133 |
|