V Wealth Advisors’s Northern Dynasty Minerals NAK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-97,500
| Closed | -$139K | – | 272 |
|
2020
Q2 | $139K | Buy |
97,500
+33,000
| +51% | +$47K | 0.04% | 333 |
|
2020
Q1 | $25K | Buy |
64,500
+20,000
| +45% | +$7.75K | 0.01% | 312 |
|
2019
Q4 | $26K | Hold |
44,500
| – | – | 0.01% | 285 |
|
2019
Q3 | $26K | Buy |
44,500
+15,180
| +52% | +$8.87K | 0.01% | 288 |
|
2019
Q2 | $18K | Buy |
29,320
+470
| +2% | +$289 | 0.01% | 273 |
|
2019
Q1 | $16K | Hold |
28,850
| – | – | 0.01% | 256 |
|
2018
Q4 | $19K | Buy |
+28,850
| New | +$19K | 0.01% | 214 |
|