Tradition Wealth Management’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-1,063
| Closed | -$62K | – | 895 |
|
2023
Q4 | $62K | Buy |
1,063
+24
| +2% | +$1.4K | 0.01% | 575 |
|
2023
Q3 | $50K | Sell |
1,039
-21
| -2% | -$1.01K | 0.01% | 603 |
|
2023
Q2 | $53K | Buy |
1,060
+36
| +4% | +$1.8K | 0.01% | 611 |
|
2023
Q1 | $56K | Buy |
+1,024
| New | +$56K | 0.01% | 583 |
|
2022
Q4 | – | Sell |
-210
| Closed | -$12K | – | 1192 |
|
2022
Q3 | $12K | Hold |
210
| – | – | ﹤0.01% | 885 |
|
2022
Q2 | $11K | Hold |
210
| – | – | ﹤0.01% | 802 |
|
2022
Q1 | $12K | Sell |
210
-6
| -3% | -$343 | ﹤0.01% | 851 |
|
2021
Q4 | $15K | Buy |
216
+21
| +11% | +$1.46K | ﹤0.01% | 802 |
|
2021
Q3 | $13K | Hold |
195
| – | – | ﹤0.01% | 843 |
|
2021
Q2 | $11K | Buy |
+195
| New | +$11K | ﹤0.01% | 927 |
|
2021
Q1 | – | Sell |
-195
| Closed | -$9K | – | 940 |
|
2020
Q4 | $9K | Buy |
+195
| New | +$9K | ﹤0.01% | 764 |
|