JNBA Financial Advisors’s NuScale Power SMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.8K | Hold |
400
| – | – | ﹤0.01% | 421 |
|
|
2025
Q1 | $5.66K | Hold |
400
| – | – | ﹤0.01% | 528 |
|
|
2024
Q4 | $7.17K | Hold |
400
| – | – | ﹤0.01% | 489 |
|
|
2024
Q3 | $4.63K | Hold |
400
| – | – | ﹤0.01% | 558 |
|
|
2024
Q2 | $4.68K | Hold |
400
| – | – | ﹤0.01% | 529 |
|
|
2024
Q1 | $2.12K | Hold |
400
| – | – | ﹤0.01% | 600 |
|
|
2023
Q4 | $1.32K | Sell |
400
-364
| -48% | -$1.2K | ﹤0.01% | 633 |
|
|
2023
Q3 | $3.74K | Hold |
764
| – | – | ﹤0.01% | 575 |
|
|
2023
Q2 | $5.2K | Hold |
764
| – | – | ﹤0.01% | 530 |
|
|
2023
Q1 | $6.95K | Buy |
764
+400
| +110% | +$3.64K | ﹤0.01% | 515 |
|
|
2022
Q4 | $3.74K | Buy |
+364
| New | +$3.74K | ﹤0.01% | 543 |
|