Strategic Wealth Management’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $3.84M | Hold |
130,600
| – | – | 1.9% | 16 |
|
|
2021
Q3 | $2.71M | Buy |
130,600
+9,520
| +8% | +$197K | 1.41% | 27 |
|
|
2021
Q2 | $2.42M | Buy |
121,080
+24,280
| +25% | +$486K | 1.31% | 29 |
|
|
2021
Q1 | $1.29M | Hold |
96,800
| – | – | 0.78% | 42 |
|
|
2020
Q4 | $1.26M | Buy |
96,800
+2,520
| +3% | +$32.9K | 0.78% | 43 |
|
|
2020
Q3 | $1.28M | Buy |
94,280
+54,280
| +136% | +$735K | 0.95% | 41 |
|
|
2020
Q2 | $380K | Buy |
+40,000
| New | +$380K | 0.35% | 43 |
|