Safe Harbor Fiduciary’s Nasdaq NDAQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$52.1K Sell
583
-134
-19% -$12K 0.05% 111
2025
Q1
$54.4K Hold
717
0.06% 100
2024
Q4
$55.4K Hold
717
0.06% 101
2024
Q3
$52.3K Buy
+717
New +$52.3K 0.05% 99