TFO Wealth Partners’s Nasdaq NDAQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-7
Closed -$442 514
2024
Q1
$442 Hold
7
﹤0.01% 290
2023
Q4
$407 Hold
7
﹤0.01% 398
2023
Q3
$349 Hold
7
﹤0.01% 592
2023
Q2
$349 Hold
7
﹤0.01% 370
2023
Q1
$383 Sell
7
-58
-89% -$3.17K ﹤0.01% 304
2022
Q4
$72 Buy
+65
New +$72 ﹤0.01% 824