HighTower Advisors’s NV5 Global NVEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,964
| Closed | -$240K | – | 3223 |
|
|
2022
Q4 | $240K | Buy |
+6,964
| New | +$240K | ﹤0.01% | 2611 |
|
|
2022
Q3 | – | Sell |
-7,516
| Closed | -$218K | – | 3031 |
|
|
2022
Q2 | $218K | Sell |
7,516
-756
| -9% | -$21.9K | ﹤0.01% | 2561 |
|
|
2022
Q1 | $280K | Buy |
+8,272
| New | +$280K | ﹤0.01% | 2554 |
|