ACG Wealth’s NV5 Global NVEE Stock Holding History

ACG Wealth’s Portfolio NVEE Stock Details NVEE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$303K	Hold
2022 Q2	$286K	Sell
2022 Q1	$348K	Hold
2021 Q4	$360K	Hold
2021 Q3	$257K	Buy
2021 Q2	$242K	Buy
2021 Q1	–	Sell
2020 Q4	$205K	Buy