CWS
NVEE

Confluence Wealth Services’s NV5 Global NVEE Stock Holding History

Confluence Wealth Services’s Portfolio NVEE Stock Details NVEE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,800
Closed -$62K – 851
2021
Q4 		$62K Buy
+1,800
New +$62K 0.02% 425