Prudent Man Advisors’s NerdWallet NRDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,767
| Closed | -$137K | – | 184 |
|
|
2024
Q3 | $137K | Sell |
10,767
-333
| -3% | -$4.23K | 0.05% | 180 |
|
|
2024
Q2 | $162K | Buy |
11,100
+392
| +4% | +$5.72K | 0.06% | 165 |
|
|
2024
Q1 | $157K | Sell |
10,708
-460
| -4% | -$6.76K | 0.06% | 172 |
|
|
2023
Q4 | $164K | Sell |
11,168
-1,327
| -11% | -$19.5K | 0.06% | 181 |
|
|
2023
Q3 | $111K | Buy |
+12,495
| New | +$111K | 0.04% | 185 |
|