WR Wealth Planners’s Nutanix NTNX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $214K | Hold |
3,500
| – | – | 0.07% | 150 |
|
|
2024
Q3 | $207K | Hold |
3,500
| – | – | 0.06% | 178 |
|
|
2024
Q2 | $199K | Buy |
3,500
+800
| +30% | +$45.5K | 0.06% | 172 |
|
|
2024
Q1 | $167K | Buy |
+2,700
| New | +$167K | 0.05% | 198 |
|
|
2023
Q4 | – | Sell |
-3,200
| Closed | -$112K | – | 625 |
|
|
2023
Q3 | $112K | Hold |
3,200
| – | – | 0.04% | 221 |
|
|
2023
Q2 | $89.8K | Hold |
3,200
| – | – | 0.03% | 256 |
|
|
2023
Q1 | $83.2K | Buy |
+3,200
| New | +$83.2K | 0.04% | 263 |
|