MAM
NVEE
Morse Asset Management’s NV5 Global NVEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-9,522
| Closed | -$1.26M | – | 148 |
|
|
2022
Q4 | $1.26M | Sell |
9,522
-520
| -5% | -$68.8K | 0.46% | 65 |
|
|
2022
Q3 | $1.24M | Buy |
10,042
+295
| +3% | +$36.5K | 0.47% | 62 |
|
|
2022
Q2 | $1.14M | Buy |
9,747
+25
| +0.3% | +$2.92K | 0.37% | 70 |
|
|
2022
Q1 | $1.3M | Sell |
9,722
-1,540
| -14% | -$205K | 0.32% | 81 |
|
|
2021
Q4 | $1.56M | Buy |
+11,262
| New | +$1.56M | 0.35% | 71 |
|