YorkBridge Wealth Partners’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-618
| Closed | -$20K | – | 486 |
|
|
2019
Q2 | $20K | Hold |
618
| – | – | 0.01% | 474 |
|
|
2019
Q1 | $18K | Hold |
618
| – | – | 0.01% | 478 |
|
|
2018
Q4 | $17K | Sell |
618
-1,668
| -73% | -$45.9K | 0.01% | 496 |
|
|
2018
Q3 | $66K | Hold |
2,286
| – | – | 0.03% | 333 |
|
|
2018
Q2 | $70K | Hold |
2,286
| – | – | 0.03% | 332 |
|
|
2018
Q1 | $66K | Hold |
2,286
| – | – | 0.03% | 341 |
|
|
2017
Q4 | $59K | Sell |
2,286
-2,166
| -49% | -$55.9K | 0.03% | 358 |
|
|
2017
Q3 | $115K | Buy |
4,452
+90
| +2% | +$2.33K | 0.06% | 244 |
|
|
2017
Q2 | $104K | Buy |
4,362
+534
| +14% | +$12.7K | 0.06% | 265 |
|
|
2017
Q1 | $87K | Buy |
3,828
+2,286
| +148% | +$52K | 0.05% | 296 |
|
|
2016
Q4 | $34K | Buy |
+1,542
| New | +$34K | 0.02% | 405 |
|