WFG Advisors’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $231K | Buy |
63,920
+25,040
| +64% | +$90.5K | 0.05% | 339 |
|
|
2017
Q1 | $106K | Sell |
38,880
-10,480
| -21% | -$28.6K | 0.03% | 466 |
|
|
2016
Q4 | $132K | Buy |
49,360
+16,600
| +51% | +$44.4K | 0.03% | 462 |
|
|
2016
Q3 | $56K | Buy |
32,760
+40
| +0.1% | +$68 | 0.01% | 680 |
|
|
2016
Q2 | $38K | Buy |
32,720
+80
| +0.2% | +$93 | 0.01% | 763 |
|
|
2016
Q1 | $29K | Sell |
32,640
-7,080
| -18% | -$6.29K | 0.01% | 802 |
|
|
2015
Q4 | $33K | Buy |
39,720
+120
| +0.3% | +$100 | 0.01% | 768 |
|
|
2015
Q3 | $24K | Buy |
39,600
+120
| +0.3% | +$73 | 0.01% | 843 |
|
|
2015
Q2 | $20K | Sell |
39,480
-63,840
| -62% | -$32.3K | 0.01% | 980 |
|
|
2015
Q1 | $54K | Buy |
103,320
+120
| +0.1% | +$63 | 0.02% | 706 |
|
|
2014
Q4 | $52K | Buy |
103,200
+32,000
| +45% | +$16.1K | 0.01% | 872 |
|
|
2014
Q3 | $33K | Hold |
71,200
| – | – | 0.01% | 1067 |
|
|
2014
Q2 | $33K | Buy |
71,200
+64,000
| +889% | +$29.7K | 0.01% | 1067 |
|
|
2014
Q1 | $3K | Hold |
7,200
| – | – | ﹤0.01% | 1733 |
|
|
2013
Q4 | $3K | Hold |
7,200
| – | – | ﹤0.01% | 1883 |
|
|
2013
Q3 | $3K | Buy |
+7,200
| New | +$3K | ﹤0.01% | 1852 |
|