ORG
Optimist Retirement Group’s NetApp NTAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $231K | Buy |
+2,167
| New | +$231K | 0.11% | 106 |
|
|
2025
Q1 | – | Sell |
-2,167
| Closed | -$252K | – | 127 |
|
|
2024
Q4 | $252K | Hold |
2,167
| – | – | 0.12% | 86 |
|
|
2024
Q3 | $268K | Hold |
2,167
| – | – | 0.12% | 74 |
|
|
2024
Q2 | $279K | Sell |
2,167
-2,128
| -50% | -$274K | 0.15% | 59 |
|
|
2024
Q1 | $451K | Hold |
4,295
| – | – | 0.23% | 50 |
|
|
2023
Q4 | $379K | Buy |
+4,295
| New | +$379K | 0.25% | 50 |
|