Financial Gravity Asset Management’s NV5 Global NVEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-8
| Closed | – | – | 890 |
|
|
2020
Q4 | $0 | Buy |
+8
| New | – | ﹤0.01% | 696 |
|
|
2020
Q2 | – | Sell |
-124
| Closed | -$1.29K | – | 602 |
|
|
2020
Q1 | $1.29K | Buy |
124
+72
| +138% | +$748 | ﹤0.01% | 444 |
|
|
2019
Q4 | $50K | Hold |
52
| – | – | 0.03% | 650 |
|
|
2019
Q3 | $1K | Buy |
52
+12
| +30% | +$231 | ﹤0.01% | 1078 |
|
|
2019
Q2 | $1K | Sell |
40
-8
| -17% | -$200 | ﹤0.01% | 1101 |
|
|
2019
Q1 | $1K | Buy |
+48
| New | +$1K | ﹤0.01% | 1154 |
|
|
2018
Q3 | $4K | Hold |
192
| – | – | ﹤0.01% | 787 |
|
|
2018
Q2 | $4K | Sell |
192
-48
| -20% | -$1K | ﹤0.01% | 838 |
|
|
2018
Q1 | $4K | Buy |
+240
| New | +$4K | ﹤0.01% | 795 |
|