Focused Wealth Management’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-473
| Closed | -$3.55M | – | 205 |
|
|
2024
Q3 | $3.55M | Buy |
+473
| New | +$3.55M | 0.46% | 32 |
|
|
2024
Q1 | – | Sell |
-100
| Closed | -$5.81K | – | 630 |
|
|
2023
Q4 | $5.81K | Hold |
100
| – | – | ﹤0.01% | 619 |
|
|
2023
Q3 | $4.86K | Hold |
100
| – | – | ﹤0.01% | 622 |
|
|
2023
Q2 | $4.99K | Hold |
100
| – | – | ﹤0.01% | 629 |
|
|
2023
Q1 | $5.47K | Buy |
100
+25
| +33% | +$1.37K | ﹤0.01% | 628 |
|
|
2022
Q4 | $4.6K | Hold |
75
| – | – | ﹤0.01% | 642 |
|
|
2022
Q3 | $4K | Sell |
75
-15
| -17% | -$800 | ﹤0.01% | 642 |
|
|
2022
Q2 | $5K | Buy |
90
+15
| +20% | +$833 | ﹤0.01% | 586 |
|
|
2022
Q1 | $4K | Buy |
+75
| New | +$4K | ﹤0.01% | 669 |
|