Evanson Asset Management’s NuScale Power SMR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $520K | Sell |
13,150
-1,850
| -12% | -$73.2K | 0.03% | 192 |
|
2025
Q1 | $212K | Buy |
15,000
+4,000
| +36% | +$56.6K | 0.02% | 293 |
|
2024
Q4 | $197K | Sell |
11,000
-21,000
| -66% | -$377K | 0.01% | 296 |
|
2024
Q3 | $371K | Buy |
32,000
+6,000
| +23% | +$69.5K | 0.03% | 211 |
|
2024
Q2 | $304K | Hold |
26,000
| – | – | 0.02% | 230 |
|
2024
Q1 | $138K | Buy |
26,000
+7,986
| +44% | +$42.4K | 0.01% | 297 |
|
2023
Q4 | $59.3K | Buy |
18,014
+5,000
| +38% | +$16.5K | ﹤0.01% | 293 |
|
2023
Q3 | $63.8K | Hold |
13,014
| – | – | 0.01% | 278 |
|
2023
Q2 | $88.5K | Buy |
+13,014
| New | +$88.5K | 0.01% | 277 |
|