Total Clarity Wealth Management’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-6,009
| Closed | -$292K | – | 248 |
|
2023
Q3 | $292K | Sell |
6,009
-190
| -3% | -$9.23K | 0.14% | 163 |
|
2023
Q2 | $309K | Buy |
+6,199
| New | +$309K | 0.15% | 148 |
|
2022
Q3 | – | Sell |
-900
| Closed | -$46K | – | 707 |
|
2022
Q2 | $46K | Buy |
+900
| New | +$46K | 0.02% | 426 |
|
2022
Q1 | – | Sell |
-900
| Closed | -$63K | – | 653 |
|
2021
Q4 | $63K | Hold |
900
| – | – | 0.03% | 367 |
|
2021
Q3 | $58K | Buy |
+900
| New | +$58K | 0.03% | 379 |
|
2021
Q2 | – | Sell |
-900
| Closed | -$44K | – | 540 |
|
2021
Q1 | $44K | Buy |
+900
| New | +$44K | 0.03% | 361 |
|
2020
Q1 | – | Sell |
-900
| Closed | -$32K | – | 432 |
|
2019
Q4 | $32K | Buy |
+900
| New | +$32K | 0.02% | 335 |
|