Forum Financial Management’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $589K | Buy |
6,589
+775
| +13% | +$69.3K | 0.01% | 354 |
|
|
2025
Q1 | $441K | Buy |
5,814
+5
| +0.1% | +$379 | 0.01% | 422 |
|
|
2024
Q4 | $449K | Buy |
5,809
+9
| +0.2% | +$696 | 0.01% | 422 |
|
|
2024
Q3 | $423K | Buy |
5,800
+1
| +0% | +$73 | 0.01% | 381 |
|
|
2024
Q2 | $349K | Buy |
5,799
+16
| +0.3% | +$964 | 0.01% | 421 |
|
|
2024
Q1 | $365K | Hold |
5,783
| – | – | 0.01% | 426 |
|
|
2023
Q4 | $336K | Hold |
5,783
| – | – | 0.01% | 409 |
|
|
2023
Q3 | $281K | Hold |
5,783
| – | – | 0.01% | 439 |
|
|
2023
Q2 | $288K | Buy |
5,783
+15
| +0.3% | +$748 | 0.01% | 447 |
|
|
2023
Q1 | $315K | Sell |
5,768
-68
| -1% | -$3.72K | 0.01% | 389 |
|
|
2022
Q4 | $358K | Buy |
5,836
+136
| +2% | +$8.34K | 0.01% | 343 |
|
|
2022
Q3 | $323K | Hold |
5,700
| – | – | 0.02% | 321 |
|
|
2022
Q2 | $290K | Hold |
5,700
| – | – | 0.01% | 366 |
|
|
2022
Q1 | $338K | Hold |
5,700
| – | – | 0.02% | 345 |
|
|
2021
Q4 | $399K | Buy |
+5,700
| New | +$399K | 0.02% | 307 |
|