CW
NVEE

CreativeOne Wealth’s NV5 Global NVEE Stock Holding History

CreativeOne 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
2023
Q2 		– Sell
-15,592
Closed -$405K – 873
2023
Q1 		$405K Buy
15,592
+1,696
+12% +$44.1K 0.02% 528
2022
Q4 		$460K Sell
13,896
-1,652
-11% -$54.7K 0.03% 460
2022
Q3 		$481K Buy
+15,548
New +$481K 0.03% 418