Covestor’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 | $0 | Sell |
3
-33
| -92% | – | ﹤0.01% | 2580 |
|
|
2025
Q1 | $1K | Buy |
36
+7
| +24% | +$194 | ﹤0.01% | 2050 |
|
|
2024
Q4 | $1K | Buy |
29
+13
| +81% | +$448 | ﹤0.01% | 2091 |
|
|
2024
Q3 | $0 | Buy |
16
+4
| +33% | – | ﹤0.01% | 2581 |
|
|
2024
Q2 | $0 | Hold |
12
| – | – | ﹤0.01% | 2594 |
|
|
2024
Q1 | $0 | Buy |
12
+8
| +200% | – | ﹤0.01% | 2594 |
|
|
2023
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 2546 |
|
|
2023
Q3 | $0 | Sell |
4
-1,164
| -100% | – | ﹤0.01% | 2535 |
|
|
2023
Q2 | $32K | Sell |
1,168
-900
| -44% | -$24.7K | 0.02% | 965 |
|
|
2023
Q1 | $54K | Buy |
2,068
+264
| +15% | +$6.89K | 0.05% | 678 |
|
|
2022
Q4 | $60K | Buy |
1,804
+1,796
| +22,450% | +$59.7K | 0.05% | 652 |
|
|
2022
Q3 | $0 | Hold |
8
| – | – | ﹤0.01% | 2395 |
|
|
2022
Q2 | $0 | Sell |
8
-4
| -33% | – | ﹤0.01% | 2209 |
|
|
2022
Q1 | $0 | Sell |
12
-4
| -25% | – | ﹤0.01% | 2345 |
|
|
2021
Q4 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 1860 |
|