Curated Wealth Partners’s NVR NVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Hold |
0
| – | – | – | 142 |
|
|
2024
Q1 | – | Sell |
-139
| Closed | -$973K | – | 98 |
|
|
2023
Q4 | $973K | Sell |
139
-5
| -3% | -$35K | 0.16% | 48 |
|
|
2023
Q3 | $859K | Sell |
144
-14
| -9% | -$83.5K | 0.16% | 44 |
|
|
2023
Q2 | $1M | Sell |
158
-7
| -4% | -$44.5K | 0.19% | 35 |
|
|
2023
Q1 | $919K | Sell |
165
-34
| -17% | -$189K | 0.21% | 37 |
|
|
2022
Q4 | $918K | Hold |
199
| – | – | 0.22% | 38 |
|
|
2022
Q3 | $794K | Buy |
199
+6
| +3% | +$23.9K | 0.23% | 38 |
|
|
2022
Q2 | $772K | Buy |
193
+68
| +54% | +$272K | 0.23% | 41 |
|
|
2022
Q1 | $738K | Hold |
125
| – | – | 0.25% | 48 |
|
|
2021
Q4 | $738K | Buy |
125
+1
| +0.8% | +$5.9K | 0.24% | 50 |
|
|
2021
Q3 | $594K | Hold |
124
| – | – | 0.33% | 60 |
|
|
2021
Q2 | $617K | Buy |
124
+23
| +23% | +$114K | 0.34% | 55 |
|
|
2021
Q1 | $476K | Buy |
101
+19
| +23% | +$89.5K | 0.29% | 69 |
|
|
2020
Q4 | $335K | Buy |
+82
| New | +$335K | 0.22% | 93 |
|