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