EWA
NVEE

EverSource Wealth Advisors’s NV5 Global NVEE Stock Holding History

EverSource Wealth Advisors’s Portfolio NVEE Stock Details NVEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$6.51K Sell
2025
Q1 		$6.76K Buy
2024
Q4 		– Sell
2024
Q3 		$467 Hold
2024
Q2 		$516 Hold
2024
Q1 		$466 Hold
2023
Q4 		$556 Buy