ACG Wealth’s NV5 Global NVEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $303K | Hold |
9,800
| – | – | 0.07% | 200 |
|
|
2022
Q2 | $286K | Sell |
9,800
-640
| -6% | -$18.7K | 0.06% | 213 |
|
|
2022
Q1 | $348K | Hold |
10,440
| – | – | 0.07% | 208 |
|
|
2021
Q4 | $360K | Hold |
10,440
| – | – | 0.05% | 244 |
|
|
2021
Q3 | $257K | Buy |
10,440
+200
| +2% | +$4.92K | 0.03% | 263 |
|
|
2021
Q2 | $242K | Buy |
+10,240
| New | +$242K | 0.03% | 283 |
|
|
2021
Q1 | – | Sell |
-10,400
| Closed | -$205K | – | 324 |
|
|
2020
Q4 | $205K | Buy |
+10,400
| New | +$205K | 0.03% | 297 |
|