Insight Wealth Partners’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $626K | Hold |
6,999
| – | – | 0.24% | 59 |
|
|
2025
Q1 | $531K | Hold |
6,999
| – | – | 0.09% | 64 |
|
|
2024
Q4 | $541K | Hold |
6,999
| – | – | 0.07% | 61 |
|
|
2024
Q3 | $511K | Buy |
6,999
+194
| +3% | +$14.2K | 0.1% | 64 |
|
|
2024
Q2 | $410K | Buy |
6,805
+527
| +8% | +$31.8K | 0.07% | 64 |
|
|
2024
Q1 | $396K | Buy |
6,278
+2,595
| +70% | +$164K | 0.07% | 61 |
|
|
2023
Q4 | $214K | Buy |
+3,683
| New | +$214K | 0.04% | 71 |
|
|
2022
Q2 | – | Sell |
-4,977
| Closed | -$296K | – | 69 |
|
|
2022
Q1 | $296K | Sell |
4,977
-2,679
| -35% | -$159K | 0.16% | 59 |
|
|
2021
Q4 | $536K | Buy |
+7,656
| New | +$536K | 0.1% | 43 |
|