Essex Private Wealth Management’s NuScale Power SMR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-10,000	Closed	-$117K	–	35
2024 Q2	$117K	Hold	10,000	–	–	0.3%	32
2024 Q1	$53.1K	Hold	10,000	–	–	0.15%	33
2023 Q4	$32.9K	Buy	+10,000	New	+$32.9K	0.1%	28