Pekin Hardy Strauss’s NuScale Power SMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-117,425
| Closed | -$798K | – | 322 |
|
|
2023
Q2 | $798K | Sell |
117,425
-7,900
| -6% | -$53.7K | 0.09% | 154 |
|
|
2023
Q1 | $1.14M | Buy |
125,325
+13,950
| +13% | +$127K | 0.15% | 124 |
|
|
2022
Q4 | $1.14M | Buy |
111,375
+92,625
| +494% | +$950K | 0.16% | 125 |
|
|
2022
Q3 | $219K | Buy |
+18,750
| New | +$219K | 0.03% | 263 |
|