Private Wealth Partners’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $650K | Hold |
7,270
| – | – | 0.05% | 116 |
|
|
2025
Q1 | $552K | Sell |
7,270
-500
| -6% | -$37.9K | 0.05% | 116 |
|
|
2024
Q4 | $601K | Buy |
7,770
+1,300
| +20% | +$101K | 0.05% | 120 |
|
|
2024
Q3 | $472K | Buy |
6,470
+1,270
| +24% | +$92.7K | 0.04% | 127 |
|
|
2024
Q2 | $313K | Buy |
5,200
+1,600
| +44% | +$96.4K | 0.02% | 137 |
|
|
2024
Q1 | $227K | Buy |
+3,600
| New | +$227K | 0.02% | 150 |
|