Integrated Wealth Concepts’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 | $2.54M | Buy |
110,009
+6,609
| +6% | +$153K | 0.03% | 545 |
|
|
2025
Q1 | $1.99M | Sell |
103,400
-196
| -0.2% | -$3.78K | 0.02% | 578 |
|
|
2024
Q4 | $1.95M | Sell |
103,596
-180
| -0.2% | -$3.39K | 0.02% | 561 |
|
|
2024
Q3 | $2.43M | Hold |
103,776
| – | – | 0.03% | 497 |
|
|
2024
Q2 | $2.41M | Buy |
103,776
+12,344
| +14% | +$287K | 0.03% | 456 |
|
|
2024
Q1 | $2.24M | Sell |
91,432
-16,492
| -15% | -$404K | 0.03% | 483 |
|
|
2023
Q4 | $3M | Sell |
107,924
-20,216
| -16% | -$562K | 0.05% | 350 |
|
|
2023
Q3 | $3.08M | Buy |
128,140
+19,692
| +18% | +$474K | 0.05% | 319 |
|
|
2023
Q2 | $3M | Sell |
108,448
-9,664
| -8% | -$268K | 0.05% | 332 |
|
|
2023
Q1 | $3.07M | Buy |
+118,112
| New | +$3.07M | 0.06% | 279 |
|