Creative Planning’s Enviri NVRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.56M | Buy |
79,429
+3,241
| +4% | +$60.2K | ﹤0.01% | 2104 |
|
|
2025
Q4 | $1.37M | Buy |
76,188
+11,220
| +17% | +$167K | ﹤0.01% | 2032 |
|
|
2025
Q3 | $824K | Buy |
64,968
+12,085
| +23% | +$125K | ﹤0.01% | 2302 |
|
|
2025
Q2 | $459K | Buy |
52,883
+22,290
| +73% | +$163K | ﹤0.01% | 2537 |
|
|
2025
Q1 | $203K | Sell |
30,593
-3,657
| -11% | -$28.7K | ﹤0.01% | 3058 |
|
|
2024
Q4 | $264K | Buy |
34,250
+3,247
| +10% | +$27.1K | ﹤0.01% | 2773 |
|
|
2024
Q3 | $321K | Buy |
31,003
+8,242
| +36% | +$86.8K | ﹤0.01% | 2462 |
|
|
2024
Q2 | $196K | Buy |
22,761
+170
| +0.8% | +$1.42K | ﹤0.01% | 2679 |
|
|
2024
Q1 | $207K | Buy |
22,591
+1,420
| +7% | +$11.9K | ﹤0.01% | 2544 |
|
|
2023
Q4 | $191K | Sell |
21,171
-1,670
| -7% | -$11.4K | ﹤0.01% | 2450 |
|
|
2023
Q3 | $165K | Buy |
22,841
+1,942
| +9% | +$15.7K | ﹤0.01% | 2295 |
|
|
2023
Q2 | $206K | Buy |
20,899
+1,219
| +6% | +$10K | ﹤0.01% | 2193 |
|
|
2023
Q1 | $134K | Sell |
19,680
-1,622
| -8% | -$12.2K | ﹤0.01% | 2209 |
|
|
2022
Q4 | $134K | Sell |
21,302
-207
| -1% | -$1.23K | ﹤0.01% | 2111 |
|
|
2022
Q3 | $80K | Sell |
21,509
-260
| -1% | -$1.44K | ﹤0.01% | 2065 |
|
|
2022
Q2 | $155K | Sell |
21,769
-6,903
| -24% | -$62.2K | ﹤0.01% | 1917 |
|
|
2022
Q1 | $351K | Buy |
28,672
+5,904
| +26% | +$86.8K | ﹤0.01% | 1533 |
|
|
2021
Q4 | $380K | Sell |
22,768
-5,229
| -19% | -$84.3K | ﹤0.01% | 1475 |
|
|
2021
Q3 | $475K | Buy |
27,997
+9,900
| +55% | +$183K | ﹤0.01% | 1336 |
|
|
2021
Q2 | $370K | Sell |
18,097
-1,150
| -6% | -$23.7K | ﹤0.01% | 1446 |
|
|
2021
Q1 | $330K | Hold |
19,247
| – | – | ﹤0.01% | 1733 |
|
|
2020
Q4 | $346K | Hold |
19,247
| – | – | ﹤0.01% | 1532 |
|
|
2020
Q3 | $268K | Hold |
19,247
| – | – | ﹤0.01% | 1494 |
|
|
2020
Q2 | $260K | Hold |
19,247
| – | – | ﹤0.01% | 1394 |
|
|
2020
Q1 | $134K | Sell |
19,247
-225
| -1% | -$3.07K | ﹤0.01% | 1477 |
|
|
2019
Q4 | $448K | Hold |
19,472
| – | – | ﹤0.01% | 1172 |
|
|
2019
Q3 | $369K | Hold |
19,472
| – | – | ﹤0.01% | 1239 |
|
|
2019
Q2 | $534K | Sell |
19,472
-24
| -0.1% | -$586 | ﹤0.01% | 1042 |
|
|
2019
Q1 | $393K | Sell |
19,496
-477
| -2% | -$10.3K | ﹤0.01% | 1177 |
|
|
2018
Q4 | $397K | Hold |
19,973
| – | – | ﹤0.01% | 1077 |
|
|
2018
Q3 | $570K | Hold |
19,973
| – | – | ﹤0.01% | 1009 |
|
|
2018
Q2 | $441K | Hold |
19,973
| – | – | ﹤0.01% | 1135 |
|
|
2018
Q1 | $412K | Hold |
19,973
| – | – | ﹤0.01% | 1179 |
|
|
2017
Q4 | $372K | Buy |
19,973
+1,645
| +9% | +$31.7K | ﹤0.01% | 1245 |
|
|
2017
Q3 | $383K | Sell |
18,328
-17
| -0.1% | -$290 | ﹤0.01% | 1180 |
|
|
2017
Q2 | $295K | Sell |
18,345
-554
| -3% | -$7.99K | ﹤0.01% | 1298 |
|
|
2017
Q1 | $241K | Sell |
18,899
-811
| -4% | -$10.8K | ﹤0.01% | 1379 |
|
|
2016
Q4 | $268K | Buy |
19,710
+1,022
| +5% | +$12.3K | ﹤0.01% | 1248 |
|
|
2016
Q3 | $186K | Hold |
18,688
| – | – | ﹤0.01% | 1442 |
|
|
2016
Q2 | $124K | Sell |
18,688
-756
| -4% | -$4.92K | ﹤0.01% | 1534 |
|
|
2016
Q1 | $106K | Sell |
19,444
-500
| -3% | -$2.89K | ﹤0.01% | 1589 |
|
|
2015
Q4 | $157K | Sell |
19,944
-943
| -5% | -$9.22K | ﹤0.01% | 1356 |
|
|
2015
Q3 | $189K | Buy |
20,887
+199
| +1% | +$2.51K | ﹤0.01% | 1224 |
|
|
2015
Q2 | $341K | Hold |
20,688
| – | – | ﹤0.01% | 763 |
|
|
2015
Q1 | $357K | Sell |
20,688
-322
| -2% | -$5.31K | ﹤0.01% | 905 |
|
|
2014
Q4 | $397K | Hold |
21,010
| – | – | ﹤0.01% | 789 |
|
|
2014
Q3 | $450K | Sell |
21,010
-821
| -4% | -$20.3K | 0.01% | 700 |
|
|
2014
Q2 | $581K | Buy |
21,831
+6,186
| +40% | +$158K | 0.01% | 585 |
|
|
2014
Q1 | $367K | Sell |
15,645
-3,401
| -18% | -$83.5K | 0.01% | 748 |
|
|
2013
Q4 | $534K | Buy |
19,046
+3,242
| +21% | +$87K | 0.01% | 502 |
|
|
2013
Q3 | $394K | Sell |
15,804
-3,665
| -19% | -$91.3K | 0.01% | 510 |
|
|
2013
Q2 | $451K | Buy |
+19,469
| New | +$443K | 0.01% | 432 |
|
Other funds holding NVRI
NM
DKCM
MCM
TGA
VCM
