Mission Wealth Management’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Sell |
15,757
-21
| -0.1% | -$1.88K | 0.03% | 251 |
|
|
2025
Q1 | $1.2M | Buy |
15,778
+550
| +4% | +$41.7K | 0.03% | 253 |
|
|
2024
Q4 | $1.18M | Sell |
15,228
-4,270
| -22% | -$330K | 0.03% | 238 |
|
|
2024
Q3 | $1.42M | Buy |
19,498
+127
| +0.7% | +$9.27K | 0.03% | 214 |
|
|
2024
Q2 | $1.17M | Buy |
19,371
+437
| +2% | +$26.3K | 0.03% | 226 |
|
|
2024
Q1 | $1.19M | Sell |
18,934
-1,176
| -6% | -$74.2K | 0.03% | 244 |
|
|
2023
Q4 | $1.17M | Buy |
20,110
+2,112
| +12% | +$123K | 0.04% | 209 |
|
|
2023
Q3 | $875K | Buy |
17,998
+1,358
| +8% | +$66K | 0.03% | 231 |
|
|
2023
Q2 | $830K | Buy |
+16,640
| New | +$830K | 0.03% | 249 |
|
|
2023
Q1 | – | Sell |
-3,565
| Closed | -$219K | – | 521 |
|
|
2022
Q4 | $219K | Buy |
3,565
+20
| +0.6% | +$1.23K | 0.01% | 455 |
|
|
2022
Q3 | $201K | Buy |
+3,545
| New | +$201K | 0.01% | 450 |
|
|
2022
Q1 | – | Sell |
-2,955
| Closed | -$207K | – | 522 |
|
|
2021
Q4 | $207K | Buy |
+2,955
| New | +$207K | 0.01% | 487 |
|