EverSource Wealth Advisors’s NV5 Global NVEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.51K | Sell |
282
-69
| -20% | -$1.59K | ﹤0.01% | 3038 |
|
|
2025
Q1 | $6.76K | Buy |
+351
| New | +$6.76K | ﹤0.01% | 2342 |
|
|
2024
Q4 | – | Sell |
-20
| Closed | -$467 | – | 3799 |
|
|
2024
Q3 | $467 | Hold |
20
| – | – | ﹤0.01% | 2887 |
|
|
2024
Q2 | $516 | Hold |
20
| – | – | ﹤0.01% | 2884 |
|
|
2024
Q1 | $466 | Hold |
20
| – | – | ﹤0.01% | 2739 |
|
|
2023
Q4 | $556 | Buy |
+20
| New | +$556 | ﹤0.01% | 2503 |
|