Icon Wealth Partners’s National Instruments Corp NATI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8,650
| Closed | -$453K | – | 436 |
|
|
2023
Q1 | $453K | Buy |
+8,650
| New | +$453K | 0.05% | 203 |
|
|
2022
Q2 | $379K | Sell |
12,121
-2,929
| -19% | -$91.6K | 0.05% | 213 |
|
|
2022
Q1 | $611K | Sell |
15,050
-747
| -5% | -$30.3K | 0.06% | 189 |
|
|
2021
Q4 | $690K | Sell |
15,797
-688
| -4% | -$30.1K | 0.07% | 184 |
|
|
2021
Q3 | $647K | Buy |
16,485
+807
| +5% | +$31.7K | 0.07% | 197 |
|
|
2021
Q2 | $663K | Buy |
15,678
+2,001
| +15% | +$84.6K | 0.07% | 202 |
|
|
2021
Q1 | $591K | Buy |
13,677
+3,009
| +28% | +$130K | 0.07% | 191 |
|
|
2020
Q4 | $469K | Buy |
10,668
+2,272
| +27% | +$99.9K | 0.07% | 183 |
|
|
2020
Q3 | $300K | Buy |
+8,396
| New | +$300K | 0.06% | 197 |
|
|
2019
Q2 | – | Sell |
-1,109
| Closed | -$49K | – | 825 |
|
|
2019
Q1 | $49K | Buy |
+1,109
| New | +$49K | 0.02% | 363 |
|
|
2018
Q3 | – | Sell |
-1,157
| Closed | -$49K | – | 763 |
|
|
2018
Q2 | $49K | Buy |
+1,157
| New | +$49K | 0.02% | 393 |
|
|
2018
Q1 | – | Sell |
-1,157
| Closed | -$48K | – | 782 |
|
|
2017
Q4 | $48K | Buy |
+1,157
| New | +$48K | 0.02% | 430 |
|