Engrave Wealth Partners’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$813K Buy
16,420
+2,240
+16% +$111K 0.23% 36
2023
Q3
$617K Buy
14,180
+7,610
+116% +$331K 0.19% 38
2023
Q2
$278K Buy
+6,570
New +$278K 0.09% 55
2022
Q2
Sell
-9,300
Closed -$254K 64
2022
Q1
$254K Sell
9,300
-2,690
-22% -$73.5K 0.09% 47
2021
Q4
$353K Sell
11,990
-90
-0.7% -$2.65K 0.1% 50
2021
Q3
$250K Sell
12,080
-800
-6% -$16.6K 0.07% 62
2021
Q2
$258K Buy
+12,880
New +$258K 0.08% 68
2021
Q1
Sell
-22,080
Closed -$299K 72
2020
Q4
$299K Sell
22,080
-180,520
-89% -$2.44M 0.25% 42
2020
Q3
$2.78M Buy
202,600
+20,000
+11% +$275K 2.7% 13
2020
Q2
$1.73M Buy
182,600
+174,560
+2,171% +$1.66M 1.54% 15
2020
Q1
$52K Buy
8,040
+2,120
+36% +$13.7K 0.06% 90
2019
Q4
$34K Buy
+5,920
New +$34K 0.03% 160