Institutional & Family Asset Management’s NuScale Power SMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $5.34K | Hold |
457
| – | – | ﹤0.01% | 488 |
|
|
2024
Q1 | $2.43K | Sell |
457
-1,500
| -77% | -$7.96K | ﹤0.01% | 559 |
|
|
2023
Q4 | $6.44K | Buy |
1,957
+1,100
| +128% | +$3.62K | ﹤0.01% | 449 |
|
|
2023
Q3 | $4.2K | Buy |
857
+100
| +13% | +$490 | ﹤0.01% | 484 |
|
|
2023
Q2 | $5.15K | Hold |
757
| – | – | ﹤0.01% | 475 |
|
|
2023
Q1 | $6.88K | Buy |
757
+300
| +66% | +$2.73K | ﹤0.01% | 424 |
|
|
2022
Q4 | $4.69K | Hold |
457
| – | – | ﹤0.01% | 480 |
|
|
2022
Q3 | $5K | Hold |
457
| – | – | ﹤0.01% | 491 |
|
|
2022
Q2 | $5K | Buy |
+457
| New | +$5K | ﹤0.01% | 500 |
|