EWM
NVEE
Evermay Wealth Management’s NV5 Global NVEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-200
| Closed | -$18.6K | – | 617 |
|
|
2024
Q2 | $18.6K | Hold |
200
| – | – | ﹤0.01% | 409 |
|
|
2024
Q1 | $19.6K | Hold |
200
| – | – | ﹤0.01% | 415 |
|
|
2023
Q4 | $22.2K | Hold |
200
| – | – | ﹤0.01% | 387 |
|
|
2023
Q3 | $19.2K | Hold |
200
| – | – | ﹤0.01% | 380 |
|
|
2023
Q2 | $22.2K | Buy |
+200
| New | +$22.2K | ﹤0.01% | 370 |
|