Private Wealth Management Group’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $13.1K | Sell |
147
-1
| -0.7% | -$89 | ﹤0.01% | 411 |
|
2025
Q1 | $11.2K | Buy |
148
+1
| +0.7% | +$76 | ﹤0.01% | 431 |
|
2024
Q4 | $11.4K | Hold |
147
| – | – | ﹤0.01% | 430 |
|
2024
Q3 | $10.7K | Buy |
147
+3
| +2% | +$219 | ﹤0.01% | 435 |
|
2024
Q2 | $8.68K | Hold |
144
| – | – | ﹤0.01% | 487 |
|
2024
Q1 | $9.09K | Hold |
144
| – | – | ﹤0.01% | 433 |
|
2023
Q4 | $8.37K | Buy |
+144
| New | +$8.37K | ﹤0.01% | 449 |
|