Clearstead Advisors’s NV5 Global NVEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $64.7K | Hold |
2,800
| – | – | ﹤0.01% | 1199 |
|
|
2025
Q1 | $54K | Hold |
2,800
| – | – | ﹤0.01% | 1153 |
|
|
2024
Q4 | $52.8K | Hold |
2,800
| – | – | ﹤0.01% | 1146 |
|
|
2024
Q3 | $65.4K | Hold |
2,800
| – | – | ﹤0.01% | 1143 |
|
|
2024
Q2 | $65.1K | Hold |
2,800
| – | – | ﹤0.01% | 1101 |
|
|
2024
Q1 | $66.6K | Hold |
2,800
| – | – | ﹤0.01% | 701 |
|
|
2023
Q4 | $77.8K | Sell |
2,800
-2,800
| -50% | -$77.8K | ﹤0.01% | 639 |
|
|
2023
Q3 | $135K | Buy |
5,600
+2,800
| +100% | +$67.4K | ﹤0.01% | 662 |
|
|
2023
Q2 | $77.5K | Buy |
+2,800
| New | +$77.5K | ﹤0.01% | 627 |
|