Invesco’s NerdWallet NRDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $678K | Buy |
61,822
+15,019
| +32% | +$165K | ﹤0.01% | 3033 |
|
|
2025
Q1 | $424K | Buy |
46,803
+14,291
| +44% | +$129K | ﹤0.01% | 3207 |
|
|
2024
Q4 | $432K | Sell |
32,512
-146
| -0.4% | -$1.94K | ﹤0.01% | 3279 |
|
|
2024
Q3 | $415K | Sell |
32,658
-16,201
| -33% | -$206K | ﹤0.01% | 3292 |
|
|
2024
Q2 | $713K | Sell |
48,859
-12,232
| -20% | -$179K | ﹤0.01% | 3104 |
|
|
2024
Q1 | $898K | Sell |
61,091
-296,377
| -83% | -$4.36M | ﹤0.01% | 3034 |
|
|
2023
Q4 | $5.26M | Buy |
357,468
+342,546
| +2,296% | +$5.04M | ﹤0.01% | 2203 |
|
|
2023
Q3 | $133K | Hold |
14,922
| – | – | ﹤0.01% | 3667 |
|
|
2023
Q2 | $140K | Sell |
14,922
-108,264
| -88% | -$1.02M | ﹤0.01% | 3662 |
|
|
2023
Q1 | $1.99M | Buy |
123,186
+101,258
| +462% | +$1.64M | ﹤0.01% | 2626 |
|
|
2022
Q4 | $211K | Buy |
21,928
+9,483
| +76% | +$91K | ﹤0.01% | 3642 |
|
|
2022
Q3 | $111K | Sell |
12,445
-1,555
| -11% | -$13.9K | ﹤0.01% | 3793 |
|
|
2022
Q2 | $111K | Buy |
+14,000
| New | +$111K | ﹤0.01% | 3839 |
|