Winslow Evans & Crocker’s Nasdaq NDAQ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q4	$14K	Hold	327	–	–	﹤0.01%	876
2020 Q3	$13K	Hold	327	–	–	﹤0.01%	704
2020 Q2	$13K	Sell	327 -3	-0.9%	-$119	﹤0.01%	686
2020 Q1	$12K	Hold	330	–	–	﹤0.01%	671
2019 Q4	$12K	Hold	330	–	–	﹤0.01%	781
2019 Q3	$12K	Hold	330	–	–	﹤0.01%	763
2019 Q2	$12K	Hold	330	–	–	﹤0.01%	777
2019 Q1	$10K	Hold	330	–	–	﹤0.01%	824
2018 Q4	$10K	Hold	330	–	–	﹤0.01%	774
2018 Q3	$10K	Sell	330 -828	-72%	-$25.1K	﹤0.01%	799
2018 Q2	$36K	Buy	1,158 +828	+251%	+$25.7K	0.01%	559
2018 Q1	$9.4K	Hold	330	–	–	﹤0.01%	804
2017 Q4	$8.38K	Hold	330	–	–	﹤0.01%	841
2017 Q3	$8.46K	Buy	330 +3	+0.9%	+$77	﹤0.01%	847
2017 Q2	$7.79K	Sell	327 -3	-0.9%	-$71	﹤0.01%	969
2017 Q1	$7.57K	Hold	330	–	–	﹤0.01%	951
2016 Q4	$7.32K	Hold	330	–	–	﹤0.01%	955
2016 Q3	$7.36K	Hold	330	–	–	﹤0.01%	978
2016 Q2	$7.05K	Buy	330 +3	+0.9%	+$64	﹤0.01%	963
2016 Q1	$7.24K	Sell	327 -3	-0.9%	-$66	﹤0.01%	950
2015 Q4	$6.34K	Hold	330	–	–	﹤0.01%	1009
2015 Q3	$5.81K	Hold	330	–	–	﹤0.01%	997
2015 Q2	$5.32K	Hold	330	–	–	﹤0.01%	1070
2015 Q1	$5.55K	Hold	330	–	–	﹤0.01%	1006
2014 Q4	$5.23K	Sell	330 -1,734	-84%	-$27.5K	﹤0.01%	1033
2014 Q3	$29.1K	Buy	2,064 +1,485	+256%	+$20.9K	0.01%	670
2014 Q2	$7.45K	Buy	579 +252	+77%	+$3.24K	﹤0.01%	932
2014 Q1	$4.03K	Hold	327	–	–	﹤0.01%	1074
2013 Q4	$4K	Buy	+327	New	+$4K	﹤0.01%	1182