True Wealth Design’s NRG Energy NRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.2K | Buy |
70
+7
| +11% | +$1.12K | ﹤0.01% | 536 |
|
|
2025
Q1 | $6.01K | Buy |
63
+39
| +163% | +$3.72K | ﹤0.01% | 622 |
|
|
2024
Q4 | $2.17K | Buy |
24
+4
| +20% | +$361 | ﹤0.01% | 715 |
|
|
2024
Q3 | $1.82K | Buy |
20
+1
| +5% | +$91 | ﹤0.01% | 819 |
|
|
2024
Q2 | $1.48K | Buy |
19
+3
| +19% | +$234 | ﹤0.01% | 423 |
|
|
2024
Q1 | $1.08K | Buy |
16
+6
| +60% | +$407 | ﹤0.01% | 447 |
|
|
2023
Q4 | $517 | Hold |
10
| – | – | ﹤0.01% | 462 |
|
|
2023
Q3 | $386 | Hold |
10
| – | – | ﹤0.01% | 487 |
|
|
2023
Q2 | $374 | Sell |
10
-16
| -62% | -$598 | ﹤0.01% | 521 |
|
|
2023
Q1 | $892 | Sell |
26
-19,951
| -100% | -$684K | ﹤0.01% | 424 |
|
|
2022
Q4 | $636K | Buy |
+19,977
| New | +$636K | 0.29% | 97 |
|