WESPAC Advisors SoCal’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $882K | Sell |
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|
2023
Q1 | $977K | Buy |
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|
2022
Q4 | $1.08M | Buy |
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|
2022
Q3 | $1.08M | Sell |
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|
2022
Q2 | $919K | Sell |
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|
2022
Q1 | $1.2M | Buy |
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|
2021
Q4 | $1.2M | Buy |
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|
2021
Q3 | $1.24M | Buy |
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|
2021
Q2 | $1.07M | Buy |
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|
2021
Q1 | $835K | Sell |
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|
2020
Q4 | $1.27M | Buy |
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|
2020
Q3 | $1.14M | Buy |
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|
2020
Q2 | $1.12M | Buy |
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|
2020
Q1 | $847K | Sell |
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|
2019
Q4 | $834K | Sell |
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|
2019
Q3 | $802K | Sell |
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|
2019
Q2 | $1.24M | Buy |
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|
2019
Q1 | $1.13M | Buy |
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|
2018
Q4 | $1.02M | Sell |
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|
2018
Q3 | $1.16M | Buy |
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|
2018
Q2 | $958K | Sell |
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|
2018
Q1 | $993K | Buy |
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|
2017
Q4 | $872K | Buy |
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|
2017
Q3 | $634K | Sell |
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|
2017
Q2 | $605K | Hold |
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|
2017
Q1 | $589K | Sell |
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|
2016
Q4 | $591K | Sell |
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|
2016
Q3 | $599K | Sell |
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|
2016
Q2 | $618K | Buy |
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|
2016
Q1 | $632K | Buy |
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|
2015
Q4 | $552K | Buy |
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