Smith Salley Wealth Management’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $802K | Buy |
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|
2025
Q2 | $710K | Buy |
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|
2025
Q1 | $599K | Sell |
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|
2024
Q4 | $647K | Hold |
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|
2024
Q3 | $611K | Hold |
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|
2024
Q2 | $504K | Sell |
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|
2024
Q1 | $548K | Sell |
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|
2023
Q4 | $529K | Sell |
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|
2023
Q3 | $482K | Sell |
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|
2023
Q2 | $504K | Sell |
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|
2023
Q1 | $565K | Sell |
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|
2022
Q4 | $652K | Sell |
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|
2022
Q3 | $609K | Hold |
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|
2022
Q2 | $546K | Hold |
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|
2022
Q1 | $638K | Sell |
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|
2021
Q4 | $778K | Sell |
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|
2021
Q3 | $716K | Buy |
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|
2021
Q2 | $650K | Sell |
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|
2021
Q1 | $593K | Sell |
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|
2020
Q4 | $569K | Sell |
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|
2020
Q3 | $529K | Sell |
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|
2020
Q2 | $516K | Sell |
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|
2020
Q1 | $421K | Sell |
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|
2019
Q4 | $482K | Sell |
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|
2019
Q3 | $466K | Buy |
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|
2019
Q2 | $442K | Buy |
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|
2019
Q1 | $389K | Hold |
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|
2018
Q4 | $363K | Buy |
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|
2018
Q3 | $381K | Hold |
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|
2018
Q2 | $405K | Hold |
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|
2018
Q1 | $383K | Sell |
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|
2017
Q4 | $343K | Buy |
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|
2017
Q3 | $343K | Hold |
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|
2017
Q2 | $316K | Sell |
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|
2017
Q1 | $324K | Buy |
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|
2016
Q4 | $284K | Hold |
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|
2016
Q3 | $286K | Sell |
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|
2016
Q2 | $296K | Buy |
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|
2016
Q1 | $303K | Hold |
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|
2015
Q4 | $265K | Buy |
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|
2015
Q3 | $237K | Buy |
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|
2015
Q2 | $210K | Hold |
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|
2015
Q1 | $219K | Buy |
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|
2014
Q4 | $205K | Buy |
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