Retirement Planning Company of New England’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $398K | Buy |
4,450
+11
| +0.2% | +$984 | 0.18% | 152 |
|
|
2025
Q1 | $337K | Sell |
4,439
-1
| -0% | -$76 | 0.17% | 153 |
|
|
2024
Q4 | $343K | Sell |
4,440
-54
| -1% | -$4.18K | 0.17% | 156 |
|
|
2024
Q3 | $328K | Sell |
4,494
-46
| -1% | -$3.36K | 0.16% | 160 |
|
|
2024
Q2 | $274K | Sell |
4,540
-710
| -14% | -$42.8K | 0.15% | 171 |
|
|
2024
Q1 | $331K | Sell |
5,250
-255
| -5% | -$16.1K | 0.18% | 154 |
|
|
2023
Q4 | $320K | Buy |
5,505
+503
| +10% | +$29.2K | 0.14% | 165 |
|
|
2023
Q3 | $243K | Sell |
5,002
-735
| -13% | -$35.7K | 0.14% | 162 |
|
|
2023
Q2 | $286K | Buy |
5,737
+490
| +9% | +$24.4K | 0.16% | 162 |
|
|
2023
Q1 | $287K | Buy |
5,247
+48
| +0.9% | +$2.62K | 0.17% | 163 |
|
|
2022
Q4 | $319K | Sell |
5,199
-88
| -2% | -$5.4K | 0.21% | 145 |
|
|
2022
Q3 | $299K | Sell |
5,287
-134
| -2% | -$7.58K | 0.22% | 145 |
|
|
2022
Q2 | $275K | Buy |
5,421
+219
| +4% | +$11.1K | 0.19% | 157 |
|
|
2022
Q1 | $309K | Buy |
5,202
+1,785
| +52% | +$106K | 0.17% | 163 |
|
|
2021
Q4 | $239K | Buy |
+3,417
| New | +$239K | 0.12% | 188 |
|