TWA
Trellis Wealth Advisors’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11,235
| Closed | -$5.56M | – | 33 |
|
|
2023
Q4 | $5.56M | Buy |
11,235
+161
| +1% | +$79.7K | 3.02% | 10 |
|
|
2023
Q3 | $4.82M | Buy |
11,074
+581
| +6% | +$253K | 3.03% | 9 |
|
|
2023
Q2 | $4.44M | Buy |
10,493
+13
| +0.1% | +$5.5K | 2.95% | 9 |
|
|
2023
Q1 | $2.91M | Buy |
10,480
+202
| +2% | +$56.1K | 2.14% | 11 |
|
|
2022
Q4 | $1.5M | Buy |
+10,278
| New | +$1.5M | 1.29% | 10 |
|