Smith Salley Wealth Management’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $710K | Buy |
7,938
+40
| +0.5% | +$3.58K | 0.04% | 162 |
|
|
2025
Q1 | $599K | Sell |
7,898
-470
| -6% | -$35.7K | 0.04% | 163 |
|
|
2024
Q4 | $647K | Hold |
8,368
| – | – | 0.04% | 162 |
|
|
2024
Q3 | $611K | Hold |
8,368
| – | – | 0.04% | 163 |
|
|
2024
Q2 | $504K | Sell |
8,368
-322
| -4% | -$19.4K | 0.04% | 165 |
|
|
2024
Q1 | $548K | Sell |
8,690
-417
| -5% | -$26.3K | 0.04% | 159 |
|
|
2023
Q4 | $529K | Sell |
9,107
-814
| -8% | -$47.3K | 0.03% | 176 |
|
|
2023
Q3 | $482K | Sell |
9,921
-180
| -2% | -$8.75K | 0.04% | 174 |
|
|
2023
Q2 | $504K | Sell |
10,101
-240
| -2% | -$12K | 0.04% | 170 |
|
|
2023
Q1 | $565K | Sell |
10,341
-290
| -3% | -$15.9K | 0.05% | 162 |
|
|
2022
Q4 | $652K | Sell |
10,631
-115
| -1% | -$7.06K | 0.06% | 146 |
|
|
2022
Q3 | $609K | Hold |
10,746
| – | – | 0.06% | 150 |
|
|
2022
Q2 | $546K | Hold |
10,746
| – | – | 0.05% | 160 |
|
|
2022
Q1 | $638K | Sell |
10,746
-366
| -3% | -$21.7K | 0.05% | 170 |
|
|
2021
Q4 | $778K | Sell |
11,112
-12
| -0.1% | -$840 | 0.06% | 164 |
|
|
2021
Q3 | $716K | Buy |
11,124
+24
| +0.2% | +$1.55K | 0.06% | 168 |
|
|
2021
Q2 | $650K | Sell |
11,100
-969
| -8% | -$56.7K | 0.05% | 171 |
|
|
2021
Q1 | $593K | Sell |
12,069
-801
| -6% | -$39.4K | 0.05% | 162 |
|
|
2020
Q4 | $569K | Sell |
12,870
-60
| -0.5% | -$2.65K | 0.06% | 145 |
|
|
2020
Q3 | $529K | Sell |
12,930
-33
| -0.3% | -$1.35K | 0.06% | 126 |
|
|
2020
Q2 | $516K | Sell |
12,963
-354
| -3% | -$14.1K | 0.07% | 125 |
|
|
2020
Q1 | $421K | Sell |
13,317
-174
| -1% | -$5.5K | 0.07% | 126 |
|
|
2019
Q4 | $482K | Sell |
13,491
-567
| -4% | -$20.3K | 0.06% | 130 |
|
|
2019
Q3 | $466K | Buy |
14,058
+273
| +2% | +$9.05K | 0.07% | 128 |
|
|
2019
Q2 | $442K | Buy |
13,785
+435
| +3% | +$13.9K | 0.07% | 129 |
|
|
2019
Q1 | $389K | Hold |
13,350
| – | – | 0.06% | 133 |
|
|
2018
Q4 | $363K | Buy |
13,350
+27
| +0.2% | +$734 | 0.07% | 129 |
|
|
2018
Q3 | $381K | Hold |
13,323
| – | – | 0.06% | 135 |
|
|
2018
Q2 | $405K | Hold |
13,323
| – | – | 0.07% | 127 |
|
|
2018
Q1 | $383K | Sell |
13,323
-69
| -0.5% | -$1.98K | 0.07% | 128 |
|
|
2017
Q4 | $343K | Buy |
13,392
+114
| +0.9% | +$2.92K | 0.06% | 141 |
|
|
2017
Q3 | $343K | Hold |
13,278
| – | – | 0.07% | 134 |
|
|
2017
Q2 | $316K | Sell |
13,278
-729
| -5% | -$17.3K | 0.06% | 132 |
|
|
2017
Q1 | $324K | Buy |
14,007
+1,323
| +10% | +$30.6K | 0.07% | 132 |
|
|
2016
Q4 | $284K | Hold |
12,684
| – | – | 0.06% | 127 |
|
|
2016
Q3 | $286K | Sell |
12,684
-1,050
| -8% | -$23.7K | 0.06% | 130 |
|
|
2016
Q2 | $296K | Buy |
13,734
+45
| +0.3% | +$970 | 0.07% | 127 |
|
|
2016
Q1 | $303K | Hold |
13,689
| – | – | 0.08% | 124 |
|
|
2015
Q4 | $265K | Buy |
13,689
+336
| +3% | +$6.5K | 0.07% | 130 |
|
|
2015
Q3 | $237K | Buy |
13,353
+441
| +3% | +$7.83K | 0.06% | 135 |
|
|
2015
Q2 | $210K | Hold |
12,912
| – | – | 0.05% | 152 |
|
|
2015
Q1 | $219K | Buy |
12,912
+114
| +0.9% | +$1.93K | 0.06% | 151 |
|
|
2014
Q4 | $205K | Buy |
+12,798
| New | +$205K | 0.05% | 163 |
|