JFS Wealth Advisors’s NV5 Global NVEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-12
| Closed | -$281 | – | 1980 |
|
|
2024
Q3 | $281 | Sell |
12
-4
| -25% | -$94 | ﹤0.01% | 1850 |
|
|
2024
Q2 | $372 | Hold |
16
| – | – | ﹤0.01% | 1836 |
|
|
2024
Q1 | $393 | Sell |
16
-4
| -20% | -$98 | ﹤0.01% | 1826 |
|
|
2023
Q4 | $556 | Buy |
20
+12
| +150% | +$334 | ﹤0.01% | 1784 |
|
|
2023
Q3 | $193 | Sell |
8
-4
| -33% | -$97 | ﹤0.01% | 1867 |
|
|
2023
Q2 | $333 | Sell |
12
-4
| -25% | -$111 | ﹤0.01% | 1814 |
|
|
2023
Q1 | $416 | Hold |
16
| – | – | ﹤0.01% | 1742 |
|
|
2022
Q4 | $529 | Hold |
16
| – | – | ﹤0.01% | 1728 |
|
|
2022
Q3 | $0 | Buy |
16
+4
| +33% | – | ﹤0.01% | 1864 |
|
|
2022
Q2 | $0 | Buy |
12
+4
| +50% | – | ﹤0.01% | 1879 |
|
|
2022
Q1 | $0 | Buy |
+8
| New | – | ﹤0.01% | 1919 |
|