Corient Private Wealth
NVEE

Corient Private Wealth’s NV5 Global NVEE Stock Holding History

Corient Private Wealth’s Portfolio NVEE Stock Details NVEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-8,248
Closed -$229K – 2329
2023
Q4 		$229K Buy
+8,248
New +$229K ﹤0.01% 2000