Triad Financial Advisors’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$370K Buy
8,510
+610
+8% +$26.5K 0.13% 60
2023
Q2
$334K Sell
7,900
-120
-1% -$5.08K 0.14% 64
2023
Q1
$223K Buy
+8,020
New +$223K 0.1% 92