Wealthspire Advisors (Maryland)’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $2.94M | Buy |
217,560
+17,920
| +9% | +$242K | 0.1% | 96 |
|
|
2020
Q2 | $1.9M | Buy |
199,640
+10,360
| +5% | +$98.4K | 0.14% | 101 |
|
|
2020
Q1 | $1.25M | Sell |
189,280
-63,560
| -25% | -$419K | 0.11% | 117 |
|
|
2019
Q4 | $1.49M | Buy |
252,840
+80,360
| +47% | +$473K | 0.1% | 121 |
|
|
2019
Q3 | $751K | Buy |
172,480
+4,600
| +3% | +$20K | 0.05% | 187 |
|
|
2019
Q2 | $689K | Sell |
167,880
-20,760
| -11% | -$85.2K | 0.05% | 200 |
|
|
2019
Q1 | $847K | Buy |
188,640
+13,520
| +8% | +$60.7K | 0.06% | 154 |
|
|
2018
Q4 | $585K | Sell |
175,120
-27,200
| -13% | -$90.9K | 0.05% | 196 |
|
|
2018
Q3 | $1.42M | Sell |
202,320
-1,960
| -1% | -$13.8K | 0.12% | 104 |
|
|
2018
Q2 | $1.21M | Buy |
204,280
+21,080
| +12% | +$125K | 0.11% | 109 |
|
|
2018
Q1 | $1.06M | Sell |
183,200
-5,400
| -3% | -$31.3K | 0.1% | 123 |
|
|
2017
Q4 | $912K | Buy |
188,600
+27,040
| +17% | +$131K | 0.09% | 146 |
|
|
2017
Q3 | $722K | Sell |
161,560
-49,040
| -23% | -$219K | 0.08% | 169 |
|
|
2017
Q2 | $761K | Buy |
210,600
+73,880
| +54% | +$267K | 0.09% | 148 |
|
|
2017
Q1 | $372K | Sell |
136,720
-12,280
| -8% | -$33.4K | 0.05% | 244 |
|
|
2016
Q4 | $398K | Buy |
149,000
+147,480
| +9,703% | +$394K | 0.06% | 213 |
|
|
2016
Q3 | $247K | Hold |
1,520
| – | – | 0.04% | 321 |
|
|
2016
Q2 | $154K | Buy |
1,520
+400
| +36% | +$40.5K | 0.03% | 433 |
|
|
2016
Q1 | $111K | Hold |
1,120
| – | – | 0.02% | 499 |
|
|
2015
Q4 | $96K | Buy |
+1,120
| New | +$96K | 0.02% | 534 |
|