Bell Investment Advisors’s NV5 Global NVEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-20
| Closed | -$468 | – | 1935 |
|
|
2024
Q3 | $468 | Hold |
20
| – | – | ﹤0.01% | 1796 |
|
|
2024
Q2 | $465 | Sell |
20
-40
| -67% | -$930 | ﹤0.01% | 1837 |
|
|
2024
Q1 | $1.47K | Hold |
60
| – | – | ﹤0.01% | 1471 |
|
|
2023
Q4 | $1.67K | Buy |
60
+20
| +50% | +$556 | ﹤0.01% | 1409 |
|
|
2023
Q3 | $963 | Buy |
40
+20
| +100% | +$482 | ﹤0.01% | 1589 |
|
|
2023
Q2 | $554 | Sell |
20
-20
| -50% | -$554 | ﹤0.01% | 1794 |
|
|
2023
Q1 | $1.04K | Buy |
40
+20
| +100% | +$520 | ﹤0.01% | 1557 |
|
|
2022
Q4 | $662 | Hold |
20
| – | – | ﹤0.01% | 1694 |
|
|
2022
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 1500 |
|
|
2022
Q2 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 1521 |
|
|
2021
Q4 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 1528 |
|