Financial Avengers’s NV5 Global NVEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $139K | Sell |
6,000
-4,000
| -40% | -$92.4K | 0.06% | 40 |
|
|
2025
Q1 | $193K | Buy |
10,000
+3,200
| +47% | +$61.7K | 0.1% | 35 |
|
|
2024
Q4 | $128K | Hold |
6,800
| – | – | 0.06% | 42 |
|
|
2024
Q3 | $159K | Hold |
6,800
| – | – | 0.08% | 36 |
|
|
2024
Q2 | $158K | Hold |
6,800
| – | – | 0.08% | 33 |
|
|
2024
Q1 | $163K | Sell |
6,800
-200
| -3% | -$4.8K | 0.09% | 35 |
|
|
2023
Q4 | $194K | Hold |
7,000
| – | – | 0.12% | 31 |
|
|
2023
Q3 | $168K | Sell |
7,000
-1,068
| -13% | -$25.7K | 0.11% | 33 |
|
|
2023
Q2 | $223K | Hold |
8,068
| – | – | 0.15% | 29 |
|
|
2023
Q1 | $210K | Hold |
8,068
| – | – | 0.16% | 27 |
|
|
2022
Q4 | $267K | Buy |
+8,068
| New | +$267K | 0.22% | 24 |
|