Trek Financial’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 | $2.41M | Buy |
+60,892
| New | +$2.41M | 0.16% | 148 |
|
|
2023
Q2 | – | Sell |
-155,744
| Closed | -$1.42M | – | 306 |
|
|
2023
Q1 | $1.42M | Buy |
155,744
+45,586
| +41% | +$414K | 0.13% | 97 |
|
|
2022
Q4 | $1.13M | Buy |
110,158
+28,362
| +35% | +$291K | 0.11% | 103 |
|
|
2022
Q3 | $955K | Sell |
81,796
-98,861
| -55% | -$1.15M | 0.1% | 98 |
|
|
2022
Q2 | $1.81M | Buy |
+180,657
| New | +$1.81M | 0.18% | 73 |
|