First Personal Financial Services’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $77.1K | Buy |
+635
| New | +$77.1K | 0.02% | 179 |
|
2023
Q4 | – | Sell |
-160
| Closed | -$6.96K | – | 394 |
|
2023
Q3 | $6.96K | Hold |
160
| – | – | ﹤0.01% | 327 |
|
2023
Q2 | $6.77K | Buy |
+160
| New | +$6.77K | ﹤0.01% | 329 |
|
2022
Q4 | – | Sell |
-450
| Closed | -$5K | – | 419 |
|
2022
Q3 | $5K | Buy |
+450
| New | +$5K | ﹤0.01% | 375 |
|
2022
Q2 | – | Sell |
-1,200
| Closed | -$33K | – | 336 |
|
2022
Q1 | $33K | Sell |
1,200
-200
| -14% | -$5.5K | 0.01% | 221 |
|
2021
Q4 | $41K | Hold |
1,400
| – | – | 0.01% | 211 |
|
2021
Q3 | $29K | Buy |
1,400
+200
| +17% | +$4.14K | 0.01% | 225 |
|
2021
Q2 | $24K | Hold |
1,200
| – | – | 0.01% | 242 |
|
2021
Q1 | $16K | Hold |
1,200
| – | – | ﹤0.01% | 252 |
|
2020
Q4 | $16K | Hold |
1,200
| – | – | ﹤0.01% | 256 |
|
2020
Q3 | $16K | Hold |
1,200
| – | – | 0.01% | 244 |
|
2020
Q2 | $11K | Buy |
+1,200
| New | +$11K | ﹤0.01% | 257 |
|
2020
Q1 | – | Sell |
-2,120
| Closed | -$12K | – | 452 |
|
2019
Q4 | $12K | Sell |
2,120
-14,400
| -87% | -$81.5K | ﹤0.01% | 274 |
|
2019
Q3 | $72K | Buy |
16,520
+2,280
| +16% | +$9.94K | 0.02% | 208 |
|
2019
Q2 | $58K | Buy |
14,240
+920
| +7% | +$3.75K | 0.02% | 268 |
|
2019
Q1 | $60K | Buy |
13,320
+640
| +5% | +$2.88K | 0.02% | 249 |
|
2018
Q4 | $42K | Sell |
12,680
-1,440
| -10% | -$4.77K | 0.01% | 280 |
|
2018
Q3 | $99K | Buy |
14,120
+5,240
| +59% | +$36.7K | 0.03% | 211 |
|
2018
Q2 | $53K | Sell |
8,880
-39,840
| -82% | -$238K | 0.02% | 270 |
|
2018
Q1 | $282K | Sell |
48,720
-16,120
| -25% | -$93.3K | 0.06% | 182 |
|
2017
Q4 | $314K | Sell |
64,840
-10,840
| -14% | -$52.5K | 0.06% | 189 |
|
2017
Q3 | $338K | Hold |
75,680
| – | – | 0.07% | 169 |
|
2017
Q2 | $274K | Buy |
75,680
+66,880
| +760% | +$242K | 0.06% | 191 |
|
2017
Q1 | $24K | Sell |
8,800
-3,240
| -27% | -$8.84K | 0.01% | 534 |
|
2016
Q4 | $32K | Buy |
12,040
+480
| +4% | +$1.28K | 0.01% | 458 |
|
2016
Q3 | $20K | Buy |
11,560
+4,000
| +53% | +$6.92K | 0.01% | 445 |
|
2016
Q2 | $9K | Buy |
+7,560
| New | +$9K | ﹤0.01% | 589 |
|