Lindbrook Capital’s NV5 Global NVEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $11K | Buy |
+572
| New | +$11K | ﹤0.01% | 1606 |
|
|
2024
Q1 | – | Sell |
-44
| Closed | -$1.22K | – | 2727 |
|
|
2023
Q4 | $1.22K | Buy |
44
+4
| +10% | +$111 | ﹤0.01% | 2422 |
|
|
2023
Q3 | $962 | Buy |
+40
| New | +$962 | ﹤0.01% | 2369 |
|
|
2023
Q2 | – | Sell |
-16
| Closed | -$416 | – | 2829 |
|
|
2023
Q1 | $416 | Sell |
16
-20
| -56% | -$520 | ﹤0.01% | 2636 |
|
|
2022
Q4 | $1.19K | Hold |
36
| – | – | ﹤0.01% | 2422 |
|
|
2022
Q3 | $1K | Buy |
36
+24
| +200% | +$667 | ﹤0.01% | 2429 |
|
|
2022
Q2 | $0 | Buy |
+12
| New | – | ﹤0.01% | 2693 |
|
|
2019
Q3 | – | Sell |
-1,000
| Closed | -$20K | – | 1502 |
|
|
2019
Q2 | $20K | Buy |
+1,000
| New | +$20K | 0.01% | 703 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 1475 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 1418 |
|