Gradient Investments’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-560
| Closed | -$33.7K | – | 942 |
|
|
2024
Q2 | $33.7K | Sell |
560
-993
| -64% | -$60.1K | ﹤0.01% | 547 |
|
|
2024
Q1 | $98K | Sell |
1,553
-18
| -1% | -$1.04K | ﹤0.01% | 355 |
|
|
2023
Q4 | $91.3K | Hold |
1,571
| – | – | ﹤0.01% | 436 |
|
|
2023
Q3 | $76.3K | Sell |
1,571
-1,150
| -42% | -$58.3K | ﹤0.01% | 432 |
|
|
2023
Q2 | $136K | Buy |
2,721
+30
| +1% | +$1.63K | ﹤0.01% | 365 |
|
|
2023
Q1 | $147K | Hold |
2,691
| – | – | ﹤0.01% | 325 |
|
|
2022
Q4 | $165K | Sell |
2,691
-313
| -10% | -$19.5K | 0.01% | 322 |
|
|
2022
Q3 | $170K | Buy |
3,004
+1
| +0% | +$59 | 0.01% | 299 |
|
|
2022
Q2 | $153K | Sell |
3,003
-2,298
| -43% | -$122K | ﹤0.01% | 322 |
|
|
2022
Q1 | $315K | Buy |
5,301
+3
| +0.1% | +$177 | 0.01% | 257 |
|
|
2021
Q4 | $371K | Sell |
5,298
-1,149
| -18% | -$78.3K | 0.01% | 237 |
|
|
2021
Q3 | $415K | Hold |
6,447
| – | – | 0.01% | 235 |
|
|
2021
Q2 | $378K | Sell |
6,447
-1,398
| -18% | -$76.9K | 0.01% | 239 |
|
|
2021
Q1 | $386K | Buy |
7,845
+7,149
| +1,027% | +$339K | 0.01% | 241 |
|
|
2020
Q4 | $28K | Hold |
696
| – | – | ﹤0.01% | 503 |
|
|
2020
Q3 | $28K | Buy |
696
+3
| +0.4% | +$128 | ﹤0.01% | 506 |
|
|
2020
Q2 | $28K | Hold |
693
| – | – | ﹤0.01% | 470 |
|
|
2020
Q1 | $22K | Buy |
693
+3
| +0.4% | +$106 | ﹤0.01% | 497 |
|
|
2019
Q4 | $25K | Sell |
690
-9
| -1% | -$307 | ﹤0.01% | 537 |
|
|
2019
Q3 | $23K | Buy |
699
+309
| +79% | +$10.3K | ﹤0.01% | 510 |
|
|
2019
Q2 | $13K | Buy |
+390
| New | +$12K | ﹤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% | -$451 | ﹤0.01% | 577 |
|
|
2018
Q1 | $12K | Hold |
405
| – | – | ﹤0.01% | 596 |
|
|
2017
Q4 | $10K | Buy |
+405
| New | +$10.2K | ﹤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 | +$8.6K | ﹤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 | +$5.71K | ﹤0.01% | 465 |
|
Other funds holding NDAQ
IA
TB
