Stone House Investment Management’s NuScale Power SMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $140K | Hold |
3,550
| – | – | 0.03% | 92 |
|
|
2025
Q1 | $50.3K | Buy |
+3,550
| New | +$50.3K | 0.01% | 145 |
|
|
2024
Q4 | – | Sell |
-1,150
| Closed | -$13.3K | – | 300 |
|
|
2024
Q3 | $13.3K | Buy |
1,150
+1,000
| +667% | +$11.6K | ﹤0.01% | 204 |
|
|
2024
Q2 | $1.75K | Buy |
+150
| New | +$1.75K | ﹤0.01% | 339 |
|
|
2024
Q1 | – | Sell |
-297
| Closed | -$977 | – | 438 |
|
|
2023
Q4 | $977 | Buy |
297
+200
| +206% | +$658 | ﹤0.01% | 302 |
|
|
2023
Q3 | $475 | Hold |
97
| – | – | ﹤0.01% | 319 |
|
|
2023
Q2 | $660 | Hold |
97
| – | – | ﹤0.01% | 312 |
|
|
2023
Q1 | $882 | Buy |
+97
| New | +$882 | ﹤0.01% | 281 |
|