Verity & Verity’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.01M | Buy |
11,342
+821
| +8% | +$73.4K | 0.09% | 82 |
|
2025
Q1 | $798K | Buy |
10,521
+834
| +9% | +$63.3K | 0.07% | 86 |
|
2024
Q4 | $749K | Buy |
9,687
+2,013
| +26% | +$156K | 0.07% | 85 |
|
2024
Q3 | $560K | Buy |
7,674
+692
| +10% | +$50.5K | 0.05% | 80 |
|
2024
Q2 | $421K | Buy |
+6,982
| New | +$421K | 0.05% | 84 |
|
2019
Q2 | – | Sell |
-52,281
| Closed | -$1.53M | – | 117 |
|
2019
Q1 | $1.53M | Sell |
52,281
-44,400
| -46% | -$1.3M | 0.35% | 76 |
|
2018
Q4 | $2.63M | Buy |
96,681
+9,720
| +11% | +$264K | 0.7% | 55 |
|
2018
Q3 | $2.49M | Sell |
86,961
-30
| -0% | -$858 | 0.6% | 60 |
|
2018
Q2 | $2.65M | Sell |
86,991
-11,460
| -12% | -$349K | 0.69% | 55 |
|
2018
Q1 | $2.83M | Buy |
98,451
+6,315
| +7% | +$182K | 0.76% | 51 |
|
2017
Q4 | $2.36M | Buy |
92,136
+14,337
| +18% | +$367K | 0.63% | 56 |
|
2017
Q3 | $2.01M | Buy |
77,799
+696
| +0.9% | +$18K | 0.59% | 55 |
|
2017
Q2 | $1.84M | Buy |
77,103
+2,910
| +4% | +$69.3K | 0.56% | 58 |
|
2017
Q1 | $1.72M | Buy |
74,193
+6,600
| +10% | +$153K | 0.53% | 57 |
|
2016
Q4 | $1.51M | Buy |
67,593
+12,594
| +23% | +$282K | 0.53% | 56 |
|
2016
Q3 | $1.24M | Buy |
54,999
+6,450
| +13% | +$145K | 0.45% | 60 |
|
2016
Q2 | $1.05M | Buy |
48,549
+6,777
| +16% | +$146K | 0.4% | 64 |
|
2016
Q1 | $924K | Buy |
41,772
+8,616
| +26% | +$191K | 0.39% | 63 |
|
2015
Q4 | $643K | Buy |
+33,156
| New | +$643K | 0.29% | 66 |
|