Prospera Financial Services’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-5,611
| Closed | -$326K | – | 1121 |
|
2023
Q4 | $326K | Sell |
5,611
-63
| -1% | -$3.66K | 0.01% | 811 |
|
2023
Q3 | $276K | Sell |
5,674
-233
| -4% | -$11.3K | 0.01% | 836 |
|
2023
Q2 | $294K | Buy |
5,907
+407
| +7% | +$20.3K | 0.01% | 803 |
|
2023
Q1 | $301K | Buy |
5,500
+100
| +2% | +$5.47K | 0.01% | 783 |
|
2022
Q4 | $331K | Sell |
5,400
-1,369
| -20% | -$84K | 0.02% | 665 |
|
2022
Q3 | $384K | Buy |
6,769
+994
| +17% | +$56.4K | 0.02% | 596 |
|
2022
Q2 | $294K | Sell |
5,775
-840
| -13% | -$42.8K | 0.02% | 642 |
|
2022
Q1 | $393K | Buy |
6,615
+450
| +7% | +$26.7K | 0.02% | 661 |
|
2021
Q4 | $432K | Buy |
+6,165
| New | +$432K | 0.02% | 612 |
|
2018
Q4 | – | Sell |
-7,857
| Closed | -$239K | – | 427 |
|
2018
Q3 | $239K | Hold |
7,857
| – | – | 0.04% | 362 |
|
2018
Q2 | $239K | Buy |
+7,857
| New | +$239K | 0.03% | 399 |
|