IFP Advisors’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 | $2.89K | Buy |
+109
| New | +$2.89K | ﹤0.01% | 3716 |
|
|
2025
Q1 | – | Hold |
0
| – | -$358 | – | 3528 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3509 |
|
|
2024
Q1 | – | Sell |
-168
| Closed | -$4.67K | – | 3213 |
|
|
2023
Q4 | $4.67K | Buy |
+168
| New | +$4.67K | ﹤0.01% | 2445 |
|
|
2023
Q1 | – | Sell |
-104
| Closed | -$3K | – | 4091 |
|
|
2022
Q4 | $3K | Sell |
104
-52
| -33% | -$1.5K | ﹤0.01% | 4037 |
|
|
2022
Q3 | $17K | Buy |
156
+16
| +11% | +$1.74K | ﹤0.01% | 3245 |
|
|
2022
Q2 | $17K | Hold |
140
| – | – | ﹤0.01% | 3001 |
|
|
2022
Q1 | $17K | Buy |
+140
| New | +$17K | ﹤0.01% | 3001 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4164 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3926 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3836 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3681 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3549 |
|
|
2020
Q2 | – | Sell |
-380
| Closed | -$3K | – | 3387 |
|
|
2020
Q1 | $3K | Buy |
+380
| New | +$3K | ﹤0.01% | 2222 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3354 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3447 |
|
|
2019
Q1 | – | Sell |
-420
| Closed | -$6K | – | 3044 |
|
|
2018
Q4 | $6K | Hold |
420
| – | – | ﹤0.01% | 2720 |
|
|
2018
Q3 | $9K | Sell |
420
-800
| -66% | -$17.1K | ﹤0.01% | 2878 |
|
|
2018
Q2 | $21K | Buy |
1,220
+940
| +336% | +$16.2K | ﹤0.01% | 2402 |
|
|
2018
Q1 | $4K | Hold |
280
| – | – | ﹤0.01% | 3277 |
|
|
2017
Q4 | $4K | Sell |
280
-400
| -59% | -$5.71K | ﹤0.01% | 3276 |
|
|
2017
Q3 | $9K | Hold |
680
| – | – | ﹤0.01% | 3045 |
|
|
2017
Q2 | $7K | Buy |
680
+280
| +70% | +$2.88K | ﹤0.01% | 3202 |
|
|
2017
Q1 | $4K | Buy |
+400
| New | +$4K | ﹤0.01% | 3393 |
|