Key Financial Inc’s NV5 Global NVEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-200
| Closed | -$4.81K | – | 1349 |
|
|
2023
Q3 | $4.81K | Hold |
200
| – | – | ﹤0.01% | 923 |
|
|
2023
Q2 | $5.54K | Hold |
200
| – | – | ﹤0.01% | 902 |
|
|
2023
Q1 | $5.2K | Hold |
200
| – | – | ﹤0.01% | 814 |
|
|
2022
Q4 | $6.19K | Hold |
200
| – | – | ﹤0.01% | 742 |
|
|
2022
Q3 | $6K | Hold |
200
| – | – | ﹤0.01% | 754 |
|
|
2022
Q2 | $6K | Hold |
200
| – | – | ﹤0.01% | 759 |
|
|
2022
Q1 | $7K | Buy |
+200
| New | +$7K | ﹤0.01% | 726 |
|