TriaGen Wealth Management’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-25,627
| Closed | -$1.94M | – | 186 |
|
|
2025
Q1 | $1.94M | Sell |
25,627
-47
| -0.2% | -$3.57K | 0.69% | 44 |
|
|
2024
Q4 | $1.98M | Sell |
25,674
-18
| -0.1% | -$1.39K | 0.67% | 40 |
|
|
2024
Q3 | $1.88M | Sell |
25,692
-24,508
| -49% | -$1.79M | 0.63% | 43 |
|
|
2024
Q2 | $3.03M | Buy |
+50,200
| New | +$3.03M | 1.17% | 20 |
|