Commonwealth Equity Services’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 | $447K | Buy |
+19,345
| New | +$447K | ﹤0.01% | 3247 |
|
|
2024
Q3 | – | Sell |
-13,836
| Closed | -$322K | – | 4154 |
|
|
2024
Q2 | $322K | Buy |
13,836
+668
| +5% | +$15.5K | ﹤0.01% | 3231 |
|
|
2024
Q1 | $323K | Sell |
13,168
-9,196
| -41% | -$226K | ﹤0.01% | 3204 |
|
|
2023
Q4 | $621K | Buy |
22,364
+20
| +0.1% | +$555 | ﹤0.01% | 2534 |
|
|
2023
Q3 | $538K | Sell |
22,344
-20
| -0.1% | -$482 | ﹤0.01% | 2533 |
|
|
2023
Q2 | $619K | Buy |
22,364
+332
| +2% | +$9.19K | ﹤0.01% | 2440 |
|
|
2023
Q1 | $572 | Sell |
22,032
-11,320
| -34% | -$294 | ﹤0.01% | 2435 |
|
|
2022
Q4 | $1.1M | Sell |
33,352
-160
| -0.5% | -$5.29K | ﹤0.01% | 1906 |
|
|
2022
Q3 | $1.04M | Sell |
33,512
-600
| -2% | -$18.6K | ﹤0.01% | 1867 |
|
|
2022
Q2 | $995K | Buy |
+34,112
| New | +$995K | ﹤0.01% | 1905 |
|
|
2022
Q1 | – | Sell |
-7,984
| Closed | -$275K | – | 3774 |
|
|
2021
Q4 | $275K | Buy |
+7,984
| New | +$275K | ﹤0.01% | 3052 |
|
|
2021
Q1 | – | Sell |
-35,084
| Closed | -$690K | – | 3442 |
|
|
2020
Q4 | $690K | Sell |
35,084
-2,808
| -7% | -$55.2K | ﹤0.01% | 1903 |
|
|
2020
Q3 | $499K | Buy |
37,892
+600
| +2% | +$7.9K | ﹤0.01% | 1963 |
|
|
2020
Q2 | $473K | Buy |
37,292
+4
| +0% | +$51 | ﹤0.01% | 1923 |
|
|
2020
Q1 | $384K | Buy |
37,288
+60
| +0.2% | +$618 | ﹤0.01% | 1883 |
|
|
2019
Q4 | $469K | Sell |
37,228
-140
| -0.4% | -$1.76K | ﹤0.01% | 1973 |
|
|
2019
Q3 | $637K | Buy |
37,368
+636
| +2% | +$10.8K | ﹤0.01% | 1664 |
|
|
2019
Q2 | $747K | Buy |
36,732
+764
| +2% | +$15.5K | ﹤0.01% | 1539 |
|
|
2019
Q1 | $533K | Buy |
+35,968
| New | +$533K | ﹤0.01% | 1710 |
|