YorkBridge Wealth Partners’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $487K | Sell |
33,340
-2,200
| -6% | -$32.2K | 0.12% | 126 |
|
|
2022
Q3 | $431K | Buy |
35,540
+3,330
| +10% | +$40.4K | 0.11% | 131 |
|
|
2022
Q2 | $488K | Buy |
32,210
+1,680
| +6% | +$25.5K | 0.13% | 127 |
|
|
2022
Q1 | $833K | Buy |
30,530
+760
| +3% | +$20.7K | 0.18% | 98 |
|
|
2021
Q4 | $875K | Sell |
29,770
-3,050
| -9% | -$89.6K | 0.2% | 92 |
|
|
2021
Q3 | $680K | Buy |
32,820
+1,780
| +6% | +$36.9K | 0.17% | 106 |
|
|
2021
Q2 | $621K | Sell |
31,040
-25,600
| -45% | -$512K | 0.16% | 107 |
|
|
2021
Q1 | $756K | Buy |
56,640
+4,120
| +8% | +$55K | 0.22% | 84 |
|
|
2020
Q4 | $685K | Buy |
52,520
+5,720
| +12% | +$74.6K | 0.23% | 88 |
|
|
2020
Q3 | $633K | Buy |
46,800
+6,000
| +15% | +$81.2K | 0.27% | 79 |
|
|
2020
Q2 | $388K | Buy |
40,800
+6,200
| +18% | +$59K | 0.18% | 104 |
|
|
2020
Q1 | $228K | Buy |
+34,600
| New | +$228K | 0.14% | 140 |
|
|
2019
Q3 | – | Sell |
-11,880
| Closed | -$49K | – | 498 |
|
|
2019
Q2 | $49K | Sell |
11,880
-1,440
| -11% | -$5.94K | 0.02% | 371 |
|
|
2019
Q1 | $60K | Sell |
13,320
-118,240
| -90% | -$533K | 0.03% | 341 |
|
|
2018
Q4 | $439K | Sell |
131,560
-51,080
| -28% | -$170K | 0.23% | 101 |
|
|
2018
Q3 | $1.32M | Buy |
182,640
+137,760
| +307% | +$996K | 0.6% | 47 |
|
|
2018
Q2 | $266K | Hold |
44,880
| – | – | 0.12% | 150 |
|
|
2018
Q1 | $263K | Buy |
44,880
+4,800
| +12% | +$28.1K | 0.12% | 154 |
|
|
2017
Q4 | $214K | Buy |
40,080
+30,280
| +309% | +$162K | 0.1% | 168 |
|
|
2017
Q3 | $44K | Sell |
9,800
-1,400
| -13% | -$6.29K | 0.02% | 394 |
|
|
2017
Q2 | $39K | Hold |
11,200
| – | – | 0.02% | 400 |
|
|
2017
Q1 | $29K | Hold |
11,200
| – | – | 0.02% | 439 |
|
|
2016
Q4 | $26K | Buy |
+11,200
| New | +$26K | 0.02% | 437 |
|