Dynamic Advisor Solutions’s Nasdaq NDAQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $268K | Sell |
3,000
-7
| -0.2% | -$626 | 0.01% | 779 |
|
|
2025
Q1 | $228K | Buy |
3,007
+86
| +3% | +$6.52K | 0.01% | 780 |
|
|
2024
Q4 | $226K | Sell |
2,921
-1
| -0% | -$77 | 0.01% | 592 |
|
|
2024
Q3 | $213K | Buy |
+2,922
| New | +$213K | 0.01% | 863 |
|
|
2023
Q2 | – | Sell |
-11,396
| Closed | -$623K | – | 831 |
|
|
2023
Q1 | $623K | Buy |
11,396
+1,185
| +12% | +$64.8K | 0.04% | 421 |
|
|
2022
Q4 | $626K | Buy |
+10,211
| New | +$626K | 0.04% | 388 |
|