Sax Wealth Advisors’s Nasdaq NDAQ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.68M	Sell	29,972 -110	-0.4%	-$9.84K	0.16%	83
2025 Q1	$2.28M	Buy	30,082 +144	+0.5%	+$10.9K	0.16%	81
2024 Q4	$2.31M	Sell	29,938 -1,234	-4%	-$95.4K	0.18%	67
2024 Q3	$2.28M	Buy	+31,172	New	+$2.28M	0.2%	57