YWP
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YorkBridge Wealth Partners’s Nasdaq NDAQ Stock Holding History

YorkBridge Wealth Partners’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value 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% -$47.5K 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% -$54.7K 0.03% 358
2017
Q3 		$115K Buy
4,452
+90
+2% +$2.24K 0.06% 244
2017
Q2 		$104K Buy
4,362
+534
+14% +$12.3K 0.06% 265
2017
Q1 		$87K Buy
3,828
+2,286
+148% +$53.1K 0.05% 296
2016
Q4 		$34K Buy
+1,542
New +$34K 0.02% 405

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