Veritable’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $406K | Sell |
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|
2023
Q1 | $453K | Buy |
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|
2022
Q4 | $503K | Buy |
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|
2022
Q3 | $439K | Sell |
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|
2022
Q2 | $402K | Buy |
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|
2022
Q1 | $421K | Buy |
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|
2021
Q4 | $469K | Buy |
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|
2021
Q3 | $417K | Buy |
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|
2021
Q2 | $378K | Buy |
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|
2021
Q1 | $315K | Hold |
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|
2020
Q4 | $284K | Buy |
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|
2020
Q3 | $262K | Sell |
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|
2020
Q2 | $255K | Sell |
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|
2020
Q1 | $233K | Buy |
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|
2019
Q4 | $229K | Sell |
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|
2019
Q3 | $217K | Buy |
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