Toth Financial Advisory’s NuScale Power SMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $67.6K | Buy |
1,710
+1,110
| +185% | +$43.9K | 0.01% | 275 |
|
|
2025
Q1 | $8.5K | Sell |
600
-1,500
| -71% | -$21.2K | ﹤0.01% | 467 |
|
|
2024
Q4 | $37.7K | Buy |
2,100
+1,800
| +600% | +$32.3K | ﹤0.01% | 324 |
|
|
2024
Q3 | $3.47K | Hold |
300
| – | – | ﹤0.01% | 542 |
|
|
2024
Q2 | $3.51K | Hold |
300
| – | – | ﹤0.01% | 550 |
|
|
2024
Q1 | $1.59K | Hold |
300
| – | – | ﹤0.01% | 623 |
|
|
2023
Q4 | $987 | Hold |
300
| – | – | ﹤0.01% | 686 |
|
|
2023
Q3 | $1.47K | Buy |
+300
| New | +$1.47K | ﹤0.01% | 671 |
|