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NewEdge Advisors’s FiscalNote NOTE Stock Holding History

NewEdge Advisors’s Portfolio NOTE Stock Details NOTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$144K Buy
22,341
+19,228
+618% +$124K ﹤0.01% 2316
2025
Q1 		$30.2K Buy
3,113
+196
+7% +$1.9K ﹤0.01% 2719
2024
Q4 		$37.5K Buy
2,917
+2,084
+250% +$26.8K ﹤0.01% 2622
2024
Q3 		$12.8K Buy
+833
New +$12.8K ﹤0.01% 2868