Global Retirement Partners’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $108K | Buy |
+1,204
| New | +$108K | ﹤0.01% | 1393 |
|
|
2024
Q4 | $70.1K | Sell |
907
-21
| -2% | -$1.62K | ﹤0.01% | 1450 |
|
|
2024
Q3 | $67.8K | Sell |
928
-134
| -13% | -$9.78K | ﹤0.01% | 1410 |
|
|
2024
Q2 | $64K | Buy |
1,062
+80
| +8% | +$4.82K | ﹤0.01% | 1406 |
|
|
2024
Q1 | $62K | Buy |
982
+65
| +7% | +$4.1K | ﹤0.01% | 1312 |
|
|
2023
Q4 | $51.8K | Buy |
917
+148
| +19% | +$8.36K | ﹤0.01% | 1351 |
|
|
2023
Q3 | $37.5K | Buy |
769
+77
| +11% | +$3.76K | ﹤0.01% | 1402 |
|
|
2023
Q2 | $34.5K | Buy |
692
+33
| +5% | +$1.65K | ﹤0.01% | 1442 |
|
|
2023
Q1 | $35.3K | Hold |
659
| – | – | ﹤0.01% | 1387 |
|
|
2022
Q4 | $40.4K | Sell |
659
-60
| -8% | -$3.68K | ﹤0.01% | 1186 |
|
|
2022
Q3 | $45K | Buy |
719
+14
| +2% | +$876 | ﹤0.01% | 1064 |
|
|
2022
Q2 | $36K | Buy |
705
+66
| +10% | +$3.37K | ﹤0.01% | 1127 |
|
|
2022
Q1 | $31K | Buy |
+639
| New | +$31K | ﹤0.01% | 1181 |
|
|
2021
Q4 | – | Sell |
-297
| Closed | -$19K | – | 1234 |
|
|
2021
Q3 | $19K | Hold |
297
| – | – | ﹤0.01% | 1220 |
|
|
2021
Q2 | $17K | Buy |
297
+9
| +3% | +$515 | ﹤0.01% | 1231 |
|
|
2021
Q1 | $14K | Sell |
288
-303
| -51% | -$14.7K | ﹤0.01% | 1207 |
|
|
2020
Q4 | $26K | Sell |
591
-309
| -34% | -$13.6K | ﹤0.01% | 954 |
|
|
2020
Q3 | $37K | Buy |
900
+3
| +0.3% | +$123 | 0.01% | 722 |
|
|
2020
Q2 | $36K | Sell |
897
-1,683
| -65% | -$67.5K | 0.01% | 730 |
|
|
2020
Q1 | $82K | Buy |
2,580
+9
| +0.4% | +$286 | 0.02% | 468 |
|
|
2019
Q4 | $92K | Buy |
2,571
+1,500
| +140% | +$53.7K | 0.01% | 499 |
|
|
2019
Q3 | $35K | Hold |
1,071
| – | – | 0.01% | 714 |
|
|
2019
Q2 | $34K | Sell |
1,071
-81
| -7% | -$2.57K | 0.01% | 714 |
|
|
2019
Q1 | $34K | Buy |
1,152
+75
| +7% | +$2.21K | 0.01% | 657 |
|
|
2018
Q4 | $29K | Hold |
1,077
| – | – | 0.01% | 645 |
|
|
2018
Q3 | $31K | Sell |
1,077
-630
| -37% | -$18.1K | 0.01% | 685 |
|
|
2018
Q2 | $52K | Hold |
1,707
| – | – | 0.01% | 534 |
|
|
2018
Q1 | $49K | Buy |
1,707
+180
| +12% | +$5.17K | 0.01% | 529 |
|
|
2017
Q4 | $39K | Buy |
1,527
+177
| +13% | +$4.52K | 0.01% | 563 |
|
|
2017
Q3 | $35K | Hold |
1,350
| – | – | 0.01% | 507 |
|
|
2017
Q2 | $32K | Hold |
1,350
| – | – | 0.02% | 493 |
|
|
2017
Q1 | $31K | Hold |
1,350
| – | – | 0.02% | 461 |
|
|
2016
Q4 | $30K | Buy |
+1,350
| New | +$30K | 0.02% | 438 |
|