NBC Securities’s NV5 Global NVEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-14,920
| Closed | -$348K | – | 1804 |
|
|
2024
Q3 | $348K | Buy |
14,920
+14,224
| +2,044% | +$332K | 0.03% | 589 |
|
|
2024
Q2 | $16K | Hold |
696
| – | – | ﹤0.01% | 1532 |
|
|
2024
Q1 | $17K | Hold |
696
| – | – | ﹤0.01% | 1511 |
|
|
2023
Q4 | $19K | Hold |
696
| – | – | ﹤0.01% | 1504 |
|
|
2023
Q3 | $16K | Buy |
+696
| New | +$16K | ﹤0.01% | 1549 |
|