Hotaling Investment Management’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.74M | Sell |
28,395
-354
| -1% | -$21.7K | 0.79% | 38 |
|
|
2022
Q3 | $1.63M | Buy |
+28,749
| New | +$1.63M | 0.78% | 40 |
|
|
2022
Q1 | – | Sell |
-42,528
| Closed | -$2.98M | – | 138 |
|
|
2021
Q4 | $2.98M | Buy |
42,528
+27
| +0.1% | +$1.89K | 1.03% | 34 |
|
|
2021
Q3 | $2.74M | Sell |
42,501
-426
| -1% | -$27.4K | 1.14% | 30 |
|
|
2021
Q2 | $2.52M | Sell |
42,927
-72
| -0.2% | -$4.22K | 1.02% | 33 |
|
|
2021
Q1 | $2.11M | Sell |
42,999
-36
| -0.1% | -$1.77K | 0.95% | 37 |
|
|
2020
Q4 | $1.9M | Sell |
43,035
-21
| -0% | -$929 | 0.89% | 38 |
|
|
2020
Q3 | $1.76M | Buy |
43,056
+33
| +0.1% | +$1.35K | 0.95% | 38 |
|
|
2020
Q2 | $1.71M | Sell |
43,023
-3,933
| -8% | -$157K | 0.99% | 34 |
|
|
2020
Q1 | $1.49M | Sell |
46,956
-816
| -2% | -$25.8K | 1.11% | 29 |
|
|
2019
Q4 | $1.71M | Buy |
47,772
+711
| +2% | +$25.4K | 0.98% | 38 |
|
|
2019
Q3 | $1.56M | Sell |
47,061
-1,989
| -4% | -$65.9K | 1% | 39 |
|
|
2019
Q2 | $1.57M | Sell |
49,050
-735
| -1% | -$23.6K | 1.01% | 34 |
|
|
2019
Q1 | $1.45M | Sell |
49,785
-354
| -0.7% | -$10.3K | 0.98% | 36 |
|
|
2018
Q4 | $1.36M | Buy |
+50,139
| New | +$1.36M | 1.11% | 33 |
|