Creative Planning’s NVE Corp NVEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $295K | Sell |
4,006
-1,523
| -28% | -$112K | ﹤0.01% | 2901 |
|
|
2025
Q1 | $352K | Buy |
5,529
+3,043
| +122% | +$194K | ﹤0.01% | 2597 |
|
|
2024
Q4 | $202K | Buy |
+2,486
| New | +$202K | ﹤0.01% | 2951 |
|
|
2017
Q3 | – | Sell |
-1,280
| Closed | -$99K | – | 3020 |
|
|
2017
Q2 | $99K | Buy |
1,280
+280
| +28% | +$21.7K | ﹤0.01% | 1989 |
|
|
2017
Q1 | $83K | Sell |
1,000
-1,365
| -58% | -$113K | ﹤0.01% | 2066 |
|
|
2016
Q4 | $169K | Buy |
2,365
+400
| +20% | +$28.6K | ﹤0.01% | 1487 |
|
|
2016
Q3 | $116K | Buy |
1,965
+1,465
| +293% | +$86.5K | ﹤0.01% | 1738 |
|
|
2016
Q2 | $29K | Hold |
500
| – | – | ﹤0.01% | 2496 |
|
|
2016
Q1 | $28K | Buy |
500
+391
| +359% | +$21.9K | ﹤0.01% | 2499 |
|
|
2015
Q4 | $6K | Buy |
109
+100
| +1,111% | +$5.51K | ﹤0.01% | 3531 |
|
|
2015
Q3 | $0 | Buy |
+9
| New | – | ﹤0.01% | 4214 |
|