Sheets Smith Wealth Management’s Netcapital NCPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-429
| Closed | -$3.27K | – | 391 |
|
|
2024
Q2 | $3.27K | Hold |
429
| – | – | ﹤0.01% | 376 |
|
|
2024
Q1 | $3.74K | Hold |
429
| – | – | ﹤0.01% | 378 |
|
|
2023
Q4 | $6.37K | Hold |
429
| – | – | ﹤0.01% | 352 |
|
|
2023
Q3 | $12.3K | Hold |
429
| – | – | ﹤0.01% | 446 |
|
|
2023
Q2 | $33.2K | Hold |
429
| – | – | ﹤0.01% | 325 |
|
|
2023
Q1 | $29.8K | Hold |
429
| – | – | ﹤0.01% | 313 |
|
|
2022
Q4 | $45K | Buy |
+429
| New | +$45K | 0.01% | 305 |
|