Fiduciary Alliance’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.24M | Buy |
25,012
+3,976
| +19% | +$356K | 0.17% | 131 |
|
|
2025
Q1 | $1.6M | Buy |
21,036
+7,912
| +60% | +$600K | 0.16% | 128 |
|
|
2024
Q4 | $1.01M | Buy |
+13,124
| New | +$1.01M | 0.1% | 162 |
|
|
2023
Q3 | – | Sell |
-493
| Closed | -$24.6K | – | 655 |
|
|
2023
Q2 | $24.6K | Buy |
+493
| New | +$24.6K | 0.01% | 413 |
|
|
2023
Q1 | – | Sell |
-493
| Closed | -$30.2K | – | 591 |
|
|
2022
Q4 | $30.2K | Buy |
+493
| New | +$30.2K | 0.01% | 267 |
|