Advisornet Financial’s NV5 Global NVEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4
| Closed | -$111 | – | 2358 |
|
|
2023
Q4 | $111 | Sell |
4
-4
| -50% | -$111 | ﹤0.01% | 2357 |
|
|
2023
Q3 | $192 | Buy |
8
+4
| +100% | +$96 | ﹤0.01% | 2145 |
|
|
2023
Q2 | $111 | Buy |
+4
| New | +$111 | ﹤0.01% | 2261 |
|
|
2023
Q1 | – | Sell |
-4
| Closed | -$132 | – | 2470 |
|
|
2022
Q4 | $132 | Buy |
+4
| New | +$132 | ﹤0.01% | 2263 |
|