Veritable’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,136
| Closed | -$406K | – | 530 |
|
|
2023
Q2 | $406K | Sell |
8,136
-145
| -2% | -$7.23K | 0.01% | 600 |
|
|
2023
Q1 | $453K | Buy |
8,281
+79
| +1% | +$4.32K | 0.01% | 570 |
|
|
2022
Q4 | $503K | Buy |
8,202
+462
| +6% | +$28.3K | 0.01% | 531 |
|
|
2022
Q3 | $439K | Sell |
7,740
-159
| -2% | -$9.02K | 0.01% | 538 |
|
|
2022
Q2 | $402K | Buy |
7,899
+804
| +11% | +$40.9K | 0.01% | 583 |
|
|
2022
Q1 | $421K | Buy |
7,095
+396
| +6% | +$23.5K | 0.01% | 609 |
|
|
2021
Q4 | $469K | Buy |
6,699
+216
| +3% | +$15.1K | 0.01% | 576 |
|
|
2021
Q3 | $417K | Buy |
6,483
+30
| +0.5% | +$1.93K | 0.01% | 597 |
|
|
2021
Q2 | $378K | Buy |
6,453
+45
| +0.7% | +$2.64K | 0.01% | 608 |
|
|
2021
Q1 | $315K | Hold |
6,408
| – | – | 0.01% | 642 |
|
|
2020
Q4 | $284K | Buy |
6,408
+9
| +0.1% | +$399 | 0.01% | 648 |
|
|
2020
Q3 | $262K | Sell |
6,399
-6
| -0.1% | -$246 | 0.01% | 612 |
|
|
2020
Q2 | $255K | Sell |
6,405
-948
| -13% | -$37.7K | 0.01% | 637 |
|
|
2020
Q1 | $233K | Buy |
7,353
+930
| +14% | +$29.5K | 0.01% | 630 |
|
|
2019
Q4 | $229K | Sell |
6,423
-129
| -2% | -$4.6K | ﹤0.01% | 745 |
|
|
2019
Q3 | $217K | Buy |
+6,552
| New | +$217K | ﹤0.01% | 740 |
|