Portside Wealth Group’s National Research Corp NRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-9,422
| Closed | -$216K | – | 393 |
|
|
2024
Q2 | $216K | Sell |
9,422
-176
| -2% | -$4.04K | 0.04% | 326 |
|
|
2024
Q1 | $380K | Buy |
9,598
+4,360
| +83% | +$173K | 0.07% | 242 |
|
|
2023
Q4 | $207K | Buy |
5,238
+555
| +12% | +$22K | 0.04% | 332 |
|
|
2023
Q3 | $209K | Sell |
4,683
-179
| -4% | -$7.99K | 0.04% | 316 |
|
|
2023
Q2 | $212K | Buy |
+4,862
| New | +$212K | 0.04% | 316 |
|