ETIA
Epic Trust Investment Advisors’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.48M | Buy |
12,003
+10,869
| +958% | +$1.34M | 1.63% | 14 |
|
|
2024
Q1 | $1.02M | Sell |
1,134
-432
| -28% | -$390K | 1.26% | 17 |
|
|
2023
Q4 | $776K | Buy |
1,566
+30
| +2% | +$14.9K | 1.04% | 25 |
|
|
2023
Q3 | $668K | Buy |
1,536
+343
| +29% | +$149K | 1.05% | 27 |
|
|
2023
Q2 | $505K | Sell |
1,193
-1,597
| -57% | -$676K | 0.72% | 40 |
|
|
2023
Q1 | $775K | Sell |
2,790
-1,900
| -41% | -$528K | 0.94% | 26 |
|
|
2022
Q4 | $685K | Sell |
4,690
-188
| -4% | -$27.5K | 1.03% | 25 |
|
|
2022
Q3 | $592K | Buy |
+4,878
| New | +$592K | 0.82% | 31 |
|
|
2022
Q2 | – | Sell |
-848
| Closed | -$231K | – | 85 |
|
|
2022
Q1 | $231K | Sell |
848
-64
| -7% | -$17.4K | 0.36% | 65 |
|
|
2021
Q4 | $268K | Buy |
+912
| New | +$268K | 0.39% | 62 |
|