Orgel Wealth Management’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,120
| Closed | -$254K | – | 83 |
|
|
2023
Q4 | $254K | Sell |
5,120
-1,390
| -21% | -$68.8K | 0.01% | 77 |
|
|
2023
Q3 | $283K | Buy |
+6,510
| New | +$283K | 0.01% | 70 |
|
|
2022
Q1 | – | Sell |
-9,040
| Closed | -$266K | – | 68 |
|
|
2021
Q4 | $266K | Buy |
+9,040
| New | +$266K | 0.03% | 51 |
|