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Patriot Financial Group Insurance Agency’s Nasdaq NDAQ Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-138
Closed -$3K – 958
2017
Q3 		$3K Hold
138
– – ﹤0.01% 791
2017
Q2 		$3K Buy
138
+15
+12% +$345 ﹤0.01% 783
2017
Q1 		$3K Hold
123
– – ﹤0.01% 717
2016
Q4 		$3K Buy
+123
New +$2.71K ﹤0.01% 647

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Patriot Financial Group Insurance Agency's NDAQ Position: Q4 2017 in Review

Patriot Financial Group Insurance Agency sold out of Nasdaq (NDAQ) in Q4 2017, closing a stake of 138 shares — an estimated $3K sold.

Patriot Financial Group Insurance Agency first reported a position in NDAQ in Q4 2016 and held it in 4 quarters. The position peaked at $3K in Q3 2017. 501 funds tracked by Wall St. Rank hold NDAQ as of Q4 2017.

  • Patriot Financial Group Insurance Agency reported no remaining Nasdaq position as of Q4 2017 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 138 Nasdaq shares in Q4 2017, an estimated $3K.
  • Patriot Financial Group Insurance Agency first reported a position in Nasdaq in Q4 2016 and held it in 4 quarters.
  • Patriot Financial Group Insurance Agency's Nasdaq position peaked at $3K in Q3 2017.
  • 501 funds tracked by Wall St. Rank held Nasdaq as of Q4 2017.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2017, filed 14 Feb 2018.