SFA
Source Financial Advisors’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.85M | Buy |
23,495
+1,618
| +7% | +$196K | 0.84% | 23 |
|
|
2024
Q2 | $2.7M | Buy |
21,877
+19,936
| +1,027% | +$2.46M | 0.83% | 23 |
|
|
2024
Q1 | $1.75M | Buy |
1,941
+28
| +1% | +$25.3K | 0.53% | 28 |
|
|
2023
Q4 | $947K | Buy |
1,913
+355
| +23% | +$176K | 0.29% | 52 |
|
|
2023
Q3 | $678K | Buy |
1,558
+48
| +3% | +$20.9K | 0.23% | 61 |
|
|
2023
Q2 | $639K | Buy |
1,510
+125
| +9% | +$52.9K | 0.21% | 69 |
|
|
2023
Q1 | $385K | Buy |
+1,385
| New | +$385K | 0.13% | 87 |
|
|
2021
Q4 | – | Sell |
-1,065
| Closed | -$232K | – | 112 |
|
|
2021
Q3 | $232K | Buy |
1,065
+793
| +292% | +$173K | 0.06% | 98 |
|
|
2021
Q2 | $218K | Buy |
+272
| New | +$218K | 0.06% | 101 |
|