Newbridge Financial Services Group’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 | $524K | Sell |
13,255
-500
| -4% | -$19.8K | 0.09% | 176 |
|
|
2025
Q1 | $195K | Hold |
13,755
| – | – | 0.05% | 198 |
|
|
2024
Q4 | $247K | Buy |
13,755
+6,855
| +99% | +$123K | 0.06% | 184 |
|
|
2024
Q3 | $79.9K | Buy |
6,900
+5,650
| +452% | +$65.4K | 0.03% | 214 |
|
|
2024
Q2 | $14.6K | Hold |
1,250
| – | – | 0.01% | 639 |
|
|
2024
Q1 | $6.64K | Hold |
1,250
| – | – | ﹤0.01% | 847 |
|
|
2023
Q4 | $4.11K | Hold |
1,250
| – | – | ﹤0.01% | 886 |
|
|
2023
Q3 | $6.13K | Hold |
1,250
| – | – | ﹤0.01% | 912 |
|
|
2023
Q2 | $8.5K | Buy |
+1,250
| New | +$8.5K | ﹤0.01% | 917 |
|