SWM
SVA Wealth Management’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $4.74M | Buy |
9,067
+1,066
| +13% | +$557K | 0.41% | 52 |
|
|
2020
Q3 | $4.33M | Buy |
8,001
+688
| +9% | +$372K | 0.43% | 54 |
|
|
2020
Q2 | $2.78M | Buy |
7,313
+634
| +9% | +$241K | 0.3% | 68 |
|
|
2020
Q1 | $1.76M | Buy |
6,679
+2,302
| +53% | +$607K | 0.2% | 86 |
|
|
2019
Q4 | $1.03M | Buy |
+4,377
| New | +$1.03M | 0.09% | 121 |
|
|
2019
Q2 | – | Sell |
-1,187
| Closed | -$213K | – | 213 |
|
|
2019
Q1 | $213K | Buy |
+1,187
| New | +$213K | 0.02% | 200 |
|
|
2018
Q4 | – | Sell |
-1,018
| Closed | -$286K | – | 215 |
|
|
2018
Q3 | $286K | Sell |
1,018
-200
| -16% | -$56.2K | 0.03% | 187 |
|
|
2018
Q2 | $289K | Buy |
+1,218
| New | +$289K | 0.03% | 183 |
|
|
2017
Q1 | – | Sell |
-2,100
| Closed | -$224K | – | 199 |
|
|
2016
Q4 | $224K | Buy |
+2,100
| New | +$224K | 0.03% | 187 |
|