Simplicity Wealth’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $555K | Buy |
6,210
+3,179
| +105% | +$284K | 0.02% | 435 |
|
|
2025
Q1 | $230K | Buy |
+3,031
| New | +$230K | 0.02% | 483 |
|
|
2024
Q4 | – | Sell |
-3,586
| Closed | -$262K | – | 455 |
|
|
2024
Q3 | $262K | Sell |
3,586
-4,357
| -55% | -$318K | 0.02% | 410 |
|
|
2024
Q2 | $479K | Buy |
7,943
+3,434
| +76% | +$207K | 0.01% | 778 |
|
|
2024
Q1 | $285K | Buy |
+4,509
| New | +$285K | 0.01% | 936 |
|