Money Concepts Capital’s NV5 Global NVEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8,020
| Closed | -$208K | – | 439 |
|
|
2023
Q1 | $208K | Sell |
8,020
-612
| -7% | -$15.9K | 0.01% | 402 |
|
|
2022
Q4 | $286K | Sell |
8,632
-176
| -2% | -$5.82K | 0.01% | 570 |
|
|
2022
Q3 | $273K | Buy |
+8,808
| New | +$273K | 0.02% | 378 |
|
|
2022
Q2 | – | Sell |
-16
| Closed | -$1K | – | 2217 |
|
|
2022
Q1 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 2591 |
|