NewSquare Capital’s InterDigital IDCC Stock Holding History

NewSquare Capital’s Portfolio IDCC Stock Details IDCC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-9	Closed	-$2.02K	–	672
2025 Q2	$2.02K	Buy	9 +4	+80%	+$847	﹤0.01%	964
2025 Q1	$1.03K	Buy	+5	New	+$1.01K	﹤0.01%	927
2023 Q3	–	Sell	-32	Closed	-$3.09K	–	731
2023 Q2	$3.09K	Hold	32	–	–	﹤0.01%	479
2023 Q1	$2.33K	Hold	32	–	–	﹤0.01%	556
2022 Q4	$1.58K	Buy	+32	New	+$1.56K	﹤0.01%	516
2018 Q2	–	Sell	-132	Closed	-$10K	–	321
2018 Q1	$10K	Hold	132	–	–	﹤0.01%	228
2017 Q4	$10K	Hold	132	–	–	﹤0.01%	230
2017 Q3	$10K	Hold	132	–	–	﹤0.01%	213
2017 Q2	$10K	Hold	132	–	–	﹤0.01%	195
2017 Q1	$11K	Hold	132	–	–	﹤0.01%	188
2016 Q4	$12K	Hold	132	–	–	﹤0.01%	200
2016 Q3	$10K	Buy	+132	New	+$8.81K	﹤0.01%	255
2014 Q2	–	Sell	-300	Closed	-$10K	–	293
2014 Q1	$10K	Hold	300	–	–	﹤0.01%	202
2013 Q4	$9K	Hold	300	–	–	﹤0.01%	190
2013 Q3	$11K	Hold	300	–	–	0.01%	165
2013 Q2	$13K	Buy	+300	New	+$13.4K	0.01%	151

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Dimensional Fund Advisors

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors

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