Simon Quick 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 | $232K | Buy |
+2,598
| New | +$232K | 0.01% | 709 |
|
|
2020
Q1 | – | Sell |
-78
| Closed | -$3K | – | 630 |
|
|
2019
Q4 | $3K | Buy |
+78
| New | +$3K | ﹤0.01% | 557 |
|
|
2019
Q3 | – | Sell |
-24
| Closed | -$769 | – | 470 |
|
|
2019
Q2 | $769 | Buy |
+24
| New | +$769 | ﹤0.01% | 433 |
|
|
2018
Q4 | – | Sell |
-87
| Closed | -$2K | – | 353 |
|
|
2018
Q3 | $2K | Hold |
87
| – | – | ﹤0.01% | 292 |
|
|
2018
Q2 | $2K | Hold |
87
| – | – | ﹤0.01% | 328 |
|
|
2018
Q1 | $3K | Hold |
87
| – | – | ﹤0.01% | 280 |
|
|
2017
Q4 | $2K | Buy |
+87
| New | +$2K | ﹤0.01% | 416 |
|