Global Retirement Partners’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 | $2.73K | Buy |
+118
| New | +$2.73K | ﹤0.01% | 3125 |
|
|
2024
Q4 | $2.77K | Sell |
147
-17
| -10% | -$320 | ﹤0.01% | 2950 |
|
|
2024
Q3 | $3.83K | Buy |
164
+8
| +5% | +$187 | ﹤0.01% | 2678 |
|
|
2024
Q2 | $3.63K | Buy |
+156
| New | +$3.63K | ﹤0.01% | 2751 |
|
|
2023
Q1 | – | Sell |
-12
| Closed | -$397 | – | 3295 |
|
|
2022
Q4 | $397 | Hold |
12
| – | – | ﹤0.01% | 2805 |
|
|
2022
Q3 | $0 | Hold |
12
| – | – | ﹤0.01% | 2884 |
|
|
2022
Q2 | $0 | Buy |
+12
| New | – | ﹤0.01% | 2818 |
|