Abound Wealth Management’s NV5 Global NVEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $231 | Hold |
10
| – | – | ﹤0.01% | 990 |
|
|
2025
Q1 | $193 | Buy |
+10
| New | +$193 | ﹤0.01% | 999 |
|
|
2024
Q3 | – | Sell |
-12
| Closed | -$279 | – | 1328 |
|
|
2024
Q2 | $279 | Hold |
12
| – | – | ﹤0.01% | 1005 |
|
|
2024
Q1 | $295 | Hold |
12
| – | – | ﹤0.01% | 1142 |
|
|
2023
Q4 | $334 | Hold |
12
| – | – | ﹤0.01% | 1114 |
|
|
2023
Q3 | $289 | Hold |
12
| – | – | ﹤0.01% | 1025 |
|
|
2023
Q2 | $333 | Buy |
+12
| New | +$333 | ﹤0.01% | 1006 |
|