Waverly Advisors’s Nasdaq NDAQ Stock Holding History

Waverly Advisors’s Portfolio NDAQ Stock Details NDAQ Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$271K	Buy
2015 Q4	–	Sell
2015 Q3	$29K	Sell
2015 Q2	$48K	Hold
2015 Q1	$50K	Hold
2014 Q4	$47K	Sell
2014 Q3	$68K	Sell
2014 Q2	$76K	Buy
2014 Q1	$50K	Buy
2013 Q4	$45K	Sell
2013 Q3	$51K	Buy