WealthTrust Axiom’s NuScale Power SMR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-21,720
Closed -$106K 254
2023
Q3
$106K Buy
21,720
+2,200
+11% +$10.8K 0.04% 222
2023
Q2
$133K Buy
19,520
+900
+5% +$6.12K 0.04% 232
2023
Q1
$169K Buy
+18,620
New +$169K 0.06% 221