Global Retirement Partners’s NV5 Global NVEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$2.73K Buy
2024
Q4
$2.77K Sell
2024
Q3
$3.83K Buy
2024
Q2
$3.63K Buy
2023
Q1
Sell
2022
Q4
$397 Hold
2022
Q3
$0 Hold
2022
Q2
$0 Buy