Ropes Wealth Advisors’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.02M | Sell |
46,450
-5,450
| -11% | -$237K | 0.39% | 65 |
|
|
2023
Q2 | $2.2M | Buy |
51,900
+3,790
| +8% | +$160K | 0.36% | 71 |
|
|
2023
Q1 | $1.34M | Buy |
48,110
+5,340
| +12% | +$148K | 0.24% | 99 |
|
|
2022
Q4 | $625K | Buy |
42,770
+1,800
| +4% | +$26.3K | 0.11% | 147 |
|
|
2022
Q3 | $497K | Buy |
40,970
+7,650
| +23% | +$92.8K | 0.1% | 153 |
|
|
2022
Q2 | $505K | Sell |
33,320
-4,870
| -13% | -$73.8K | 0.1% | 169 |
|
|
2022
Q1 | $1.04M | Sell |
38,190
-14,590
| -28% | -$398K | 0.18% | 120 |
|
|
2021
Q4 | $1.55M | Buy |
52,780
+11,100
| +27% | +$326K | 0.27% | 84 |
|
|
2021
Q3 | $863K | Buy |
41,680
+5,000
| +14% | +$104K | 0.14% | 129 |
|
|
2021
Q2 | $734K | Buy |
36,680
+4,320
| +13% | +$86.4K | 0.12% | 142 |
|
|
2021
Q1 | $463K | Buy |
32,360
+7,080
| +28% | +$101K | 0.08% | 170 |
|
|
2020
Q4 | $330K | Buy |
25,280
+9,240
| +58% | +$121K | 0.05% | 184 |
|
|
2020
Q3 | $217K | Buy |
16,040
+1,720
| +12% | +$23.3K | 0.04% | 195 |
|
|
2020
Q2 | $136K | Buy |
14,320
+1,320
| +10% | +$12.5K | 0.03% | 226 |
|
|
2020
Q1 | $86K | Buy |
13,000
+1,840
| +16% | +$12.2K | 0.02% | 240 |
|
|
2019
Q4 | $66K | Sell |
11,160
-3,000
| -21% | -$17.7K | 0.01% | 313 |
|
|
2019
Q3 | $62K | Buy |
14,160
+1,360
| +11% | +$5.96K | 0.01% | 320 |
|
|
2019
Q2 | $53K | Hold |
12,800
| – | – | 0.01% | 330 |
|
|
2019
Q1 | $57K | Buy |
12,800
+9,240
| +260% | +$41.1K | 0.02% | 316 |
|
|
2018
Q4 | $12K | Hold |
3,560
| – | – | ﹤0.01% | 415 |
|
|
2018
Q3 | $25K | Sell |
3,560
-20,000
| -85% | -$140K | 0.01% | 386 |
|
|
2018
Q2 | $140K | Buy |
23,560
+20,000
| +562% | +$119K | 0.04% | 252 |
|
|
2018
Q1 | $21K | Buy |
+3,560
| New | +$21K | 0.01% | 397 |
|