Winslow Evans & Crocker’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | 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% | -$112 | ﹤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% | 775 |
|
|
2018
Q3 | $10K | Sell |
330
-828
| -72% | -$25.5K | ﹤0.01% | 799 |
|
|
2018
Q2 | $36K | Buy |
1,158
+828
| +251% | +$24.9K | 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% | +$75 | ﹤0.01% | 847 |
|
|
2017
Q2 | $7.79K | Sell |
327
-3
| -0.9% | -$69 | ﹤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% | -$62 | ﹤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% | -$25.5K | ﹤0.01% | 1033 |
|
|
2014
Q3 | $29.1K | Buy |
2,064
+1,485
| +256% | +$20.8K | 0.01% | 670 |
|
|
2014
Q2 | $7.45K | Buy |
579
+252
| +77% | +$3.08K | ﹤0.01% | 932 |
|
|
2014
Q1 | $4.03K | Hold |
327
| – | – | ﹤0.01% | 1074 |
|
|
2013
Q4 | $4K | Buy |
+327
| New | +$4K | ﹤0.01% | 1182 |
|
Other funds holding NDAQ
IA
