Edgestream Partners’s NV5 Global NVEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-48,984
Closed -$1.2M 981
2024
Q1
$1.2M Buy
+48,984
New +$1.2M 0.06% 457
2023
Q3
Sell
-61,008
Closed -$1.69M 924
2023
Q2
$1.69M Buy
+61,008
New +$1.69M 0.15% 229