Heron Financial Group’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $795K | Buy |
18,790
+20
| +0.1% | +$846 | 0.43% | 52 |
|
|
2023
Q1 | $521K | Sell |
18,770
-130
| -0.7% | -$3.61K | 0.29% | 75 |
|
|
2022
Q4 | $270K | Sell |
18,900
-720
| -4% | -$10.3K | 0.18% | 101 |
|
|
2022
Q3 | $238K | Sell |
19,620
-210
| -1% | -$2.55K | 0.15% | 116 |
|
|
2022
Q2 | $301K | Sell |
19,830
-7,460
| -27% | -$113K | 0.18% | 106 |
|
|
2022
Q1 | $745K | Sell |
27,290
-2,110
| -7% | -$57.6K | 0.39% | 55 |
|
|
2021
Q4 | $724K | Buy |
29,400
+9,660
| +49% | +$238K | 0.39% | 57 |
|
|
2021
Q3 | $409K | Sell |
19,740
-940
| -5% | -$19.5K | 0.23% | 90 |
|
|
2021
Q2 | $414K | Buy |
+20,680
| New | +$414K | 0.24% | 90 |
|