Gitterman Wealth 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 | $503K | Buy |
5,630
+2,629
| +88% | +$235K | 0.12% | 45 |
|
|
2025
Q1 | $228K | Buy |
3,001
+21
| +0.7% | +$1.59K | 0.06% | 102 |
|
|
2024
Q4 | $230K | Buy |
2,980
+59
| +2% | +$4.56K | 0.1% | 96 |
|
|
2024
Q3 | $213K | Sell |
2,921
-5,384
| -65% | -$393K | 0.09% | 113 |
|
|
2024
Q2 | $501K | Buy |
+8,305
| New | +$501K | 0.19% | 28 |
|
|
2023
Q3 | – | Sell |
-7,187
| Closed | -$358K | – | 99 |
|
|
2023
Q2 | $358K | Buy |
+7,187
| New | +$358K | 0.17% | 32 |
|
|
2022
Q4 | – | Sell |
-3,985
| Closed | -$226K | – | 86 |
|
|
2022
Q3 | $226K | Buy |
+3,985
| New | +$226K | 0.23% | 48 |
|
|
2022
Q2 | – | Sell |
-4,401
| Closed | -$261K | – | 93 |
|
|
2022
Q1 | $261K | Buy |
+4,401
| New | +$261K | 0.21% | 61 |
|