Integrated Wealth Concepts’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
Q3 | – | Sell |
|
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|
2025
Q2 | $2.54M | Buy |
|
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|
2025
Q1 | $1.99M | Sell |
|
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|
2024
Q4 | $1.95M | Sell |
|
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|
2024
Q3 | $2.43M | Hold |
|
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|
2024
Q2 | $2.41M | Buy |
|
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|
2024
Q1 | $2.24M | Sell |
|
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|
2023
Q4 | $3M | Sell |
|
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|
2023
Q3 | $3.08M | Buy |
|
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|
2023
Q2 | $3M | Sell |
|
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|
2023
Q1 | $3.07M | Buy |
|