FWM
Foresight Wealth Management’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-7,491
| Closed | -$909K | – | 75 |
|
|
2022
Q3 | $909K | Buy |
7,491
+851
| +13% | +$103K | 0.21% | 39 |
|
|
2022
Q2 | $1.01M | Buy |
6,640
+290
| +5% | +$44K | 0.21% | 37 |
|
|
2022
Q1 | $1.73M | Sell |
6,350
-283
| -4% | -$77.2K | 0.32% | 26 |
|
|
2021
Q4 | $1.95M | Sell |
6,633
-134
| -2% | -$39.4K | 0.03% | 24 |
|
|
2021
Q3 | $1.4M | Buy |
6,767
+5,000
| +283% | +$1.04M | 0.28% | 28 |
|
|
2021
Q2 | $1.41M | Buy |
1,767
+2
| +0.1% | +$1.6K | 0.31% | 32 |
|
|
2021
Q1 | $942K | Sell |
1,765
-43
| -2% | -$23K | 0.24% | 41 |
|
|
2020
Q4 | $944K | Sell |
1,808
-366
| -17% | -$191K | 0.25% | 41 |
|
|
2020
Q3 | $1.18M | Sell |
2,174
-573
| -21% | -$310K | 0.39% | 28 |
|
|
2020
Q2 | $1.04M | Sell |
2,747
-332
| -11% | -$126K | 0.48% | 33 |
|
|
2020
Q1 | $812K | Buy |
3,079
+669
| +28% | +$176K | 0.56% | 32 |
|
|
2019
Q4 | $567K | Buy |
2,410
+207
| +9% | +$48.7K | 0.35% | 48 |
|
|
2019
Q3 | $384K | Buy |
2,203
+130
| +6% | +$22.7K | 0.28% | 59 |
|
|
2019
Q2 | $340K | Sell |
2,073
-9
| -0.4% | -$1.48K | 0.26% | 66 |
|
|
2019
Q1 | $374K | Buy |
2,082
+274
| +15% | +$49.2K | 0.32% | 62 |
|
|
2018
Q4 | $241K | Buy |
+1,808
| New | +$241K | 0.26% | 70 |
|