GW & Wade’s NextGen Healthcare, Inc. Common Stock NXGN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-296,652
| Closed | -$7.04M | – | 442 |
|
2023
Q3 | $7.04M | Buy |
296,652
+12,841
| +5% | +$305K | 0.26% | 82 |
|
2023
Q2 | $4.6M | Hold |
283,811
| – | – | 0.17% | 100 |
|
2023
Q1 | $4.94M | Sell |
283,811
-2,637
| -0.9% | -$45.9K | 0.19% | 96 |
|
2022
Q4 | $5.38M | Buy |
286,448
+37,773
| +15% | +$709K | 0.22% | 84 |
|
2022
Q3 | $4.4M | Buy |
248,675
+15,233
| +7% | +$270K | 0.22% | 87 |
|
2022
Q2 | $4.07M | Hold |
233,442
| – | – | 0.18% | 93 |
|
2022
Q1 | $4.88M | Buy |
233,442
+426
| +0.2% | +$8.91K | 0.21% | 83 |
|
2021
Q4 | $4.15M | Buy |
233,016
+38,655
| +20% | +$688K | 0.18% | 92 |
|
2021
Q3 | $2.74M | Hold |
194,361
| – | – | 0.13% | 112 |
|
2021
Q2 | $3.22M | Buy |
+194,361
| New | +$3.22M | 0.15% | 102 |
|