Disciplined Investments’s NV5 Global NVEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8
| Closed | -$222 | – | 1078 |
|
|
2023
Q2 | $222 | Buy |
8
+4
| +100% | +$111 | ﹤0.01% | 1475 |
|
|
2023
Q1 | $104 | Hold |
4
| – | – | ﹤0.01% | 1573 |
|
|
2022
Q4 | $132 | Sell |
4
-4
| -50% | -$132 | ﹤0.01% | 1504 |
|
|
2022
Q3 | $0 | Hold |
8
| – | – | ﹤0.01% | 1489 |
|
|
2022
Q2 | $0 | Hold |
8
| – | – | ﹤0.01% | 1514 |
|
|
2022
Q1 | $0 | Buy |
+8
| New | – | ﹤0.01% | 1533 |
|