Dakota Wealth Management’s Nasdaq NDAQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$365K Sell
4,087
-36
-0.9% -$3.22K 0.01% 566
2025
Q1
$313K Sell
4,123
-149
-3% -$11.3K 0.01% 599
2024
Q4
$330K Buy
4,272
+10
+0.2% +$773 0.01% 580
2024
Q3
$311K Buy
4,262
+245
+6% +$17.9K 0.01% 582
2024
Q2
$242K Buy
+4,017
New +$242K 0.01% 624