Moneta Group Investment Advisors’s NV5 Global NVEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-11,092
Closed -$383K 476
2021
Q4
$383K Buy
11,092
+12
+0.1% +$414 0.02% 338
2021
Q3
$273K Sell
11,080
-8
-0.1% -$197 0.01% 377
2021
Q2
$262K Sell
11,088
-12
-0.1% -$284 0.01% 386
2021
Q1
$268K Buy
+11,100
New +$268K 0.01% 359