Soundmark Wealth Management’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-7,180
Closed -$304K 63
2023
Q2
$304K Buy
+7,180
New +$304K 0.17% 51
2022
Q2
Sell
-7,430
Closed -$203K 61
2022
Q1
$203K Buy
+7,430
New +$203K 0.14% 56