Waterfront Wealth’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Sell |
17,956
-641
| -3% | -$57.3K | 0.36% | 75 |
|
|
2025
Q1 | $1.41M | Buy |
18,597
+29
| +0.2% | +$2.2K | 0.34% | 84 |
|
|
2024
Q4 | $1.44M | Buy |
18,568
+368
| +2% | +$28.5K | 0.35% | 85 |
|
|
2024
Q3 | $1.38M | Buy |
18,200
+364
| +2% | +$27.7K | 0.34% | 82 |
|
|
2024
Q2 | $1.07M | Buy |
17,836
+3,666
| +26% | +$221K | 0.29% | 104 |
|
|
2024
Q1 | $848K | Buy |
14,170
+468
| +3% | +$28K | 0.24% | 133 |
|
|
2023
Q4 | $797K | Buy |
13,702
+415
| +3% | +$24.1K | 0.23% | 131 |
|
|
2023
Q3 | $662K | Buy |
13,287
+3,226
| +32% | +$161K | 0.22% | 136 |
|
|
2023
Q2 | $514K | Buy |
+10,061
| New | +$514K | 0.15% | 167 |
|