WMS
Wealth Management Solutions’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $298K | Hold |
686
| – | – | 0.2% | 64 |
|
|
2023
Q2 | $290K | Sell |
686
-299
| -30% | -$126K | 0.19% | 66 |
|
|
2023
Q1 | $273K | Buy |
+985
| New | +$273K | 0.16% | 69 |
|
|
2022
Q3 | – | Sell |
-1,371
| Closed | -$208K | – | 90 |
|
|
2022
Q2 | $208K | Buy |
1,371
+91
| +7% | +$13.8K | 0.12% | 86 |
|
|
2022
Q1 | $349K | Buy |
1,280
+59
| +5% | +$16.1K | 0.18% | 74 |
|
|
2021
Q4 | $359K | Buy |
+1,221
| New | +$359K | 0.18% | 77 |
|