Kestra Private Wealth Services’s Nerdy NRDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$26.4K Hold
16,200
﹤0.01% 1585
2025
Q1
$23K Buy
16,200
+600
+4% +$852 ﹤0.01% 1486
2024
Q4
$25.3K Buy
15,600
+4,600
+42% +$7.45K ﹤0.01% 1401
2024
Q3
$10.8K Buy
+11,000
New +$10.8K ﹤0.01% 1352