IFP Advisors’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
Q4 | – | Sell |
-105
| Closed | -$2.37K | – | 4993 |
|
|
2025
Q3 | $2.37K | Sell |
105
-4
| -4% | -$92 | ﹤0.01% | 3637 |
|
|
2025
Q2 | $2.89K | Buy |
+109
| New | +$2.18K | ﹤0.01% | 3716 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 3528 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3509 |
|
|
2024
Q1 | – | Sell |
-168
| Closed | -$4.67K | – | 3212 |
|
|
2023
Q4 | $4.67K | Buy |
+168
| New | +$4.27K | ﹤0.01% | 2445 |
|
|
2023
Q1 | – | Sell |
-104
| Closed | -$3K | – | 4089 |
|
|
2022
Q4 | $3K | Sell |
104
-52
| -33% | -$1.81K | ﹤0.01% | 4037 |
|
|
2022
Q3 | $17K | Buy |
156
+16
| +11% | +$523 | ﹤0.01% | 3244 |
|
|
2022
Q2 | $17K | Hold |
140
| – | – | ﹤0.01% | 3000 |
|
|
2022
Q1 | $17K | Buy |
+140
| New | +$4.12K | ﹤0.01% | 3000 |
|
|
2020
Q2 | – | Sell |
-380
| Closed | -$4.28K | – | 2881 |
|
|
2020
Q1 | $3K | Buy |
+380
| New | +$5.08K | ﹤0.01% | 2257 |
|
|
2019
Q1 | – | Sell |
-420
| Closed | -$6K | – | 3067 |
|
|
2018
Q4 | $6K | Hold |
420
| – | – | ﹤0.01% | 2765 |
|
|
2018
Q3 | $9K | Sell |
420
-800
| -66% | -$16.5K | ﹤0.01% | 2913 |
|
|
2018
Q2 | $21K | Buy |
1,220
+940
| +336% | +$14.6K | ﹤0.01% | 2435 |
|
|
2018
Q1 | $4K | Hold |
280
| – | – | ﹤0.01% | 3277 |
|
|
2017
Q4 | $4K | Sell |
280
-400
| -59% | -$5.43K | ﹤0.01% | 3326 |
|
|
2017
Q3 | $9K | Hold |
680
| – | – | ﹤0.01% | 3084 |
|
|
2017
Q2 | $7K | Buy |
680
+280
| +70% | +$2.7K | ﹤0.01% | 3234 |
|
|
2017
Q1 | $4K | Buy |
+400
| New | +$3.77K | ﹤0.01% | 3428 |
|