Wealthstreet Investment Advisors’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
$431K Hold
15,800
11.6% 1
2021
Q4
$465K Hold
15,800
11.47% 1
2021
Q3
$327K Sell
15,800
-51,880
-77% -$1.07M 9.03% 1
2021
Q2
$1.35M Sell
67,680
-1,639,920
-96% -$32.8M 7.02% 1
2021
Q1
$22.8M Sell
1,707,600
-90,120
-5% -$1.2M 2.22% 5
2020
Q4
$23.5M Sell
1,797,720
-8,680
-0.5% -$113K 2.37% 5
2020
Q3
$24.4M Sell
1,806,400
-5,600
-0.3% -$75.8K 2.73% 3
2020
Q2
$17.2M Buy
1,812,000
+14,880
+0.8% +$141K 2.11% 8
2020
Q1
$11.8M Buy
1,797,120
+73,880
+4% +$487K 1.75% 12
2019
Q4
$10.1M Sell
1,723,240
-9,200
-0.5% -$54.1K 1.18% 21
2019
Q3
$8.79M Sell
1,732,440
-8,360
-0.5% -$42.4K 1.12% 22
2019
Q2
$7.15M Buy
1,740,800
+99,600
+6% +$409K 0.92% 28
2019
Q1
$7.37M Sell
1,641,200
-2,000
-0.1% -$8.98K 0.97% 26
2018
Q4
$5.67M Buy
1,643,200
+443,600
+37% +$1.53M 0.8% 35
2018
Q3
$8.43M Hold
1,199,600
1.04% 22
2018
Q2
$7.11M Buy
1,199,600
+68,000
+6% +$403K 0.94% 26
2018
Q1
$6.55M Buy
1,131,600
+12,800
+1% +$74.1K 0.82% 30
2017
Q4
$5.41M Buy
+1,118,800
New +$5.41M 0.66% 34