Gradient Investments’s Nasdaq NDAQ Stock Holding History

Gradient Investments’s Portfolio NDAQ Stock Details NDAQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-560	Closed	-$33.7K	–	942
2024 Q2	$33.7K	Sell	560 -993	-64%	-$59.8K	﹤0.01%	547
2024 Q1	$98K	Sell	1,553 -18	-1%	-$1.14K	﹤0.01%	355
2023 Q4	$91.3K	Hold	1,571	–	–	﹤0.01%	436
2023 Q3	$76.3K	Sell	1,571 -1,150	-42%	-$55.9K	﹤0.01%	432
2023 Q2	$136K	Buy	2,721 +30	+1%	+$1.5K	﹤0.01%	365
2023 Q1	$147K	Hold	2,691	–	–	﹤0.01%	325
2022 Q4	$165K	Sell	2,691 -313	-10%	-$19.2K	0.01%	322
2022 Q3	$170K	Buy	3,004 +1	+0%	+$57	0.01%	299
2022 Q2	$153K	Sell	3,003 -2,298	-43%	-$117K	﹤0.01%	322
2022 Q1	$315K	Buy	5,301 +3	+0.1%	+$178	0.01%	257
2021 Q4	$371K	Sell	5,298 -1,149	-18%	-$80.5K	0.01%	237
2021 Q3	$415K	Hold	6,447	–	–	0.01%	235
2021 Q2	$378K	Sell	6,447 -1,398	-18%	-$82K	0.01%	239
2021 Q1	$386K	Buy	7,845 +7,149	+1,027%	+$352K	0.01%	241
2020 Q4	$28K	Hold	696	–	–	﹤0.01%	503
2020 Q3	$28K	Buy	696 +3	+0.4%	+$121	﹤0.01%	506
2020 Q2	$28K	Hold	693	–	–	﹤0.01%	470
2020 Q1	$22K	Buy	693 +3	+0.4%	+$95	﹤0.01%	497
2019 Q4	$25K	Sell	690 -9	-1%	-$326	﹤0.01%	537
2019 Q3	$23K	Buy	699 +309	+79%	+$10.2K	﹤0.01%	510
2019 Q2	$13K	Buy	+390	New	+$13K	﹤0.01%	596
2019 Q1	–	Sell	-390	Closed	-$11K	–	952
2018 Q4	$11K	Hold	390	–	–	﹤0.01%	564
2018 Q3	$11K	Hold	390	–	–	﹤0.01%	616
2018 Q2	$12K	Sell	390 -15	-4%	-$462	﹤0.01%	577
2018 Q1	$12K	Hold	405	–	–	﹤0.01%	596
2017 Q4	$10K	Buy	+405	New	+$10K	﹤0.01%	602
2017 Q3	–	Sell	-390	Closed	-$9K	–	534
2017 Q2	$9K	Hold	390	–	–	﹤0.01%	499
2017 Q1	$9K	Hold	390	–	–	﹤0.01%	530
2016 Q4	$9K	Buy	+390	New	+$9K	﹤0.01%	467
2016 Q3	–	Sell	-300	Closed	-$6K	–	757
2016 Q2	$6K	Hold	300	–	–	﹤0.01%	493
2016 Q1	$7K	Hold	300	–	–	﹤0.01%	483
2015 Q4	$6K	Buy	+300	New	+$6K	﹤0.01%	465