New Capital Management’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,137
| Closed | -$29K | – | 163 |
|
|
2017
Q4 | $29K | Hold |
1,137
| – | – | 0.04% | 94 |
|
|
2017
Q3 | $29K | Hold |
1,137
| – | – | 0.05% | 89 |
|
|
2017
Q2 | $26K | Hold |
1,137
| – | – | 0.05% | 95 |
|
|
2017
Q1 | $26K | Hold |
1,137
| – | – | 0.05% | 94 |
|
|
2016
Q4 | $25K | Buy |
+1,137
| New | +$25K | 0.04% | 95 |
|