HRT Financial’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 | $595K | Buy |
+25,775
| New | +$595K | ﹤0.01% | 1287 |
|
2025
Q1 | – | Sell |
-24,260
| Closed | -$457K | – | 2883 |
|
2024
Q4 | $457K | Buy |
24,260
+868
| +4% | +$16.4K | ﹤0.01% | 1313 |
|
2024
Q3 | $546K | Sell |
23,392
-6,032
| -21% | -$141K | ﹤0.01% | 1423 |
|
2024
Q2 | $683K | Buy |
+29,424
| New | +$683K | ﹤0.01% | 1072 |
|
2023
Q4 | – | Sell |
-43,576
| Closed | -$1.05M | – | 2625 |
|
2023
Q3 | $1.05M | Sell |
43,576
-47,184
| -52% | -$1.13M | 0.01% | 853 |
|
2023
Q2 | $2.51M | Buy |
90,760
+63,636
| +235% | +$1.76M | 0.02% | 486 |
|
2023
Q1 | $705K | Buy |
+27,124
| New | +$705K | 0.01% | 1077 |
|
2021
Q4 | – | Sell |
-24,896
| Closed | -$613K | – | 3472 |
|
2021
Q3 | $613K | Buy |
+24,896
| New | +$613K | ﹤0.01% | 1626 |
|