Financial Synergies Wealth Advisors’s NetApp NTAP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-13
| Closed | -$1.37K | – | 324 |
|
|
2024
Q1 | $1.37K | Sell |
13
-2
| -13% | -$210 | ﹤0.01% | 363 |
|
|
2023
Q4 | $901 | Buy |
15
+2
| +15% | +$120 | ﹤0.01% | 339 |
|
|
2023
Q3 | $987 | Hold |
13
| – | – | ﹤0.01% | 375 |
|
|
2023
Q2 | $994 | Sell |
13
-2
| -13% | -$153 | ﹤0.01% | 374 |
|
|
2023
Q1 | $958 | Hold |
15
| – | – | ﹤0.01% | 379 |
|
|
2022
Q4 | $901 | Hold |
15
| – | – | ﹤0.01% | 339 |
|
|
2022
Q3 | $928 | Buy |
+15
| New | +$928 | ﹤0.01% | 308 |
|