Laurel Wealth Advisors (California)’s NV5 Global NVEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $3.9M | Sell |
117,944
-640
| -0.5% | -$21.2K | 0.38% | 63 |
|
|
2022
Q3 | $3.67M | Hold |
118,584
| – | – | 0.39% | 63 |
|
|
2022
Q2 | $3.46M | Buy |
118,584
+7,712
| +7% | +$225K | 0.35% | 71 |
|
|
2022
Q1 | $3.7M | Sell |
110,872
-16,484
| -13% | -$549K | 0.31% | 77 |
|
|
2021
Q4 | $4.4M | Sell |
127,356
-252
| -0.2% | -$8.7K | 0.34% | 70 |
|
|
2021
Q3 | $3.15M | Buy |
127,608
+16,232
| +15% | +$400K | 0.58% | 32 |
|
|
2021
Q2 | $2.63M | Sell |
111,376
-11,868
| -10% | -$280K | 0.34% | 68 |
|
|
2021
Q1 | $2.98M | Buy |
123,244
+6,180
| +5% | +$149K | 0.45% | 50 |
|
|
2020
Q4 | $2.31M | Hold |
117,064
| – | – | 0.34% | 64 |
|
|
2020
Q3 | $1.54M | Buy |
117,064
+1,588
| +1% | +$20.9K | 0.26% | 92 |
|
|
2020
Q2 | $1.47M | Buy |
115,476
+13,704
| +13% | +$174K | 0.27% | 93 |
|
|
2020
Q1 | $1.05M | Buy |
+101,772
| New | +$1.05M | 0.24% | 113 |
|