Geneos Wealth Management’s NV5 Global NVEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,120
| Closed | -$31K | – | 2132 |
|
|
2023
Q2 | $31K | Hold |
1,120
| – | – | ﹤0.01% | 1236 |
|
|
2023
Q1 | $29.1K | Hold |
1,120
| – | – | ﹤0.01% | 1232 |
|
|
2022
Q4 | $37.1K | Hold |
1,120
| – | – | ﹤0.01% | 1153 |
|
|
2022
Q3 | $34K | Buy |
+1,120
| New | +$34K | ﹤0.01% | 1159 |
|
|
2020
Q4 | – | Sell |
-148
| Closed | -$1K | – | 2964 |
|
|
2020
Q3 | $1K | Buy |
+148
| New | +$1K | ﹤0.01% | 2551 |
|