Summit Wealth Partners’s NexGen Energy NXE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,263
| Closed | -$67K | – | 224 |
|
|
2024
Q3 | $67K | Hold |
10,263
| – | – | 0.01% | 234 |
|
|
2024
Q2 | $71.6K | Hold |
10,263
| – | – | 0.01% | 221 |
|
|
2024
Q1 | $79.7K | Hold |
10,263
| – | – | 0.02% | 219 |
|
|
2023
Q4 | $71.8K | Hold |
10,263
| – | – | 0.02% | 211 |
|
|
2023
Q3 | $61.3K | Hold |
10,263
| – | – | 0.02% | 182 |
|
|
2023
Q2 | $48.3K | Hold |
10,263
| – | – | 0.01% | 180 |
|
|
2023
Q1 | $39.3K | Hold |
10,263
| – | – | 0.01% | 184 |
|
|
2022
Q4 | $45.5K | Hold |
10,263
| – | – | 0.01% | 175 |
|
|
2022
Q3 | $37.7K | Hold |
10,263
| – | – | 0.01% | 157 |
|
|
2022
Q2 | $36.8K | Hold |
10,263
| – | – | 0.01% | 161 |
|
|
2022
Q1 | $58.1K | Hold |
10,263
| – | – | 0.01% | 165 |
|
|
2021
Q4 | $44.8K | Hold |
10,263
| – | – | 0.01% | 162 |
|
|
2021
Q3 | $48.5K | Hold |
10,263
| – | – | 0.01% | 149 |
|
|
2021
Q2 | $42.1K | Buy |
+10,263
| New | +$42.1K | 0.01% | 153 |
|