Encompass Wealth Advisors’s NVR NVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-150
| Closed | -$1.47M | – | 125 |
|
|
2024
Q3 | $1.47M | Hold |
150
| – | – | 0.37% | 56 |
|
|
2024
Q2 | $1.14M | Hold |
150
| – | – | 0.3% | 67 |
|
|
2024
Q1 | $1.21M | Hold |
150
| – | – | 0.32% | 66 |
|
|
2023
Q4 | $1.05M | Hold |
150
| – | – | 0.32% | 62 |
|
|
2023
Q3 | $894K | Hold |
150
| – | – | 0.3% | 65 |
|
|
2023
Q2 | $953K | Hold |
150
| – | – | 0.31% | 61 |
|
|
2023
Q1 | $836K | Hold |
150
| – | – | 0.28% | 71 |
|
|
2022
Q4 | $692K | Hold |
150
| – | – | 0.25% | 72 |
|
|
2022
Q3 | $598K | Hold |
150
| – | – | 0.23% | 80 |
|
|
2022
Q2 | $601K | Hold |
150
| – | – | 0.21% | 86 |
|
|
2022
Q1 | $670K | Buy |
150
+50
| +50% | +$223K | 0.17% | 102 |
|
|
2021
Q4 | $591K | Hold |
100
| – | – | 0.14% | 117 |
|
|
2021
Q3 | $479K | Sell |
100
-15
| -13% | -$71.9K | 0.12% | 128 |
|
|
2021
Q2 | $571K | Buy |
115
+25
| +28% | +$124K | 0.14% | 126 |
|
|
2021
Q1 | $459K | Hold |
90
| – | – | 0.12% | 141 |
|
|
2020
Q4 | $367K | Buy |
+90
| New | +$367K | 0.21% | 75 |
|