Advisory Services Network’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 |
-60
| Closed | -$1.67K | – | 2918 |
|
|
2023
Q4 | $1.67K | Buy |
+60
| New | +$1.67K | ﹤0.01% | 3434 |
|
|
2023
Q2 | – | Sell |
-488
| Closed | -$12.7K | – | 2894 |
|
|
2023
Q1 | $12.7K | Buy |
488
+60
| +14% | +$1.56K | ﹤0.01% | 2776 |
|
|
2022
Q4 | $14.2K | Buy |
+428
| New | +$14.2K | ﹤0.01% | 2686 |
|
|
2021
Q3 | – | Sell |
-428
| Closed | -$10K | – | 2612 |
|
|
2021
Q2 | $10K | Buy |
+428
| New | +$10K | ﹤0.01% | 2799 |
|
|
2021
Q1 | – | Sell |
-428
| Closed | -$8K | – | 2560 |
|
|
2020
Q4 | $8K | Hold |
428
| – | – | ﹤0.01% | 2547 |
|
|
2020
Q3 | $6K | Buy |
+428
| New | +$6K | ﹤0.01% | 2700 |
|
|
2020
Q2 | – | Sell |
-428
| Closed | -$4K | – | 2180 |
|
|
2020
Q1 | $4K | Hold |
428
| – | – | ﹤0.01% | 2569 |
|
|
2019
Q4 | $5K | Hold |
428
| – | – | ﹤0.01% | 2620 |
|
|
2019
Q3 | $9K | Hold |
428
| – | – | ﹤0.01% | 2210 |
|
|
2019
Q2 | $9K | Buy |
428
+84
| +24% | +$1.77K | ﹤0.01% | 2208 |
|
|
2019
Q1 | $5K | Sell |
344
-84
| -20% | -$1.22K | ﹤0.01% | 2103 |
|
|
2018
Q4 | $6K | Sell |
428
-12,872
| -97% | -$180K | ﹤0.01% | 1971 |
|
|
2018
Q3 | $288K | Buy |
13,300
+4,296
| +48% | +$93K | 0.02% | 661 |
|
|
2018
Q2 | $170K | Buy |
9,004
+8,576
| +2,004% | +$162K | 0.01% | 782 |
|
|
2018
Q1 | $6K | Hold |
428
| – | – | ﹤0.01% | 2057 |
|
|
2017
Q4 | $6K | Hold |
428
| – | – | ﹤0.01% | 2044 |
|
|
2017
Q3 | $6K | Hold |
428
| – | – | ﹤0.01% | 1819 |
|
|
2017
Q2 | $5K | Hold |
428
| – | – | ﹤0.01% | 1817 |
|
|
2017
Q1 | $4K | Buy |
+428
| New | +$4K | ﹤0.01% | 1803 |
|