Advisor Group’s NV5 Global NVEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $28K | Sell |
2,264
-2,884
| -56% | -$35.7K | ﹤0.01% | 3762 |
|
|
2019
Q3 | $88K | Buy |
5,148
+1,228
| +31% | +$21K | ﹤0.01% | 2982 |
|
|
2019
Q2 | $79K | Buy |
3,920
+1,292
| +49% | +$26K | ﹤0.01% | 3035 |
|
|
2019
Q1 | $39K | Buy |
2,628
+804
| +44% | +$11.9K | ﹤0.01% | 3550 |
|
|
2018
Q4 | $28K | Sell |
1,824
-5,456
| -75% | -$83.8K | ﹤0.01% | 3583 |
|
|
2018
Q3 | $157K | Buy |
7,280
+520
| +8% | +$11.2K | ﹤0.01% | 2372 |
|
|
2018
Q2 | $117K | Buy |
6,760
+6,560
| +3,280% | +$114K | ﹤0.01% | 2399 |
|
|
2018
Q1 | $3K | Sell |
200
-13,584
| -99% | -$204K | ﹤0.01% | 4578 |
|
|
2017
Q4 | $187K | Buy |
13,784
+13,584
| +6,792% | +$184K | ﹤0.01% | 2051 |
|
|
2017
Q3 | $3K | Sell |
200
-3,796
| -95% | -$56.9K | ﹤0.01% | 4426 |
|
|
2017
Q2 | $42K | Hold |
3,996
| – | – | ﹤0.01% | 2955 |
|
|
2017
Q1 | $38K | Buy |
3,996
+60
| +2% | +$571 | ﹤0.01% | 2929 |
|
|
2016
Q4 | $33K | Sell |
3,936
-320
| -8% | -$2.68K | ﹤0.01% | 2903 |
|
|
2016
Q3 | $34K | Sell |
4,256
-5,348
| -56% | -$42.7K | ﹤0.01% | 2812 |
|
|
2016
Q2 | $68K | Buy |
+9,604
| New | +$68K | ﹤0.01% | 2197 |
|