New York Life Investment Management’s NV5 Global NVEE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.28M | Buy |
+142,097
| New | +$3.28M | 0.03% | 422 |
|
2024
Q1 | – | Sell |
-13,384
| Closed | -$372K | – | 1469 |
|
2023
Q4 | $372K | Sell |
13,384
-312
| -2% | -$8.67K | ﹤0.01% | 1059 |
|
2023
Q3 | $329K | Sell |
13,696
-2,160
| -14% | -$52K | ﹤0.01% | 1063 |
|
2023
Q2 | $439K | Sell |
15,856
-2,544
| -14% | -$70.5K | ﹤0.01% | 850 |
|
2023
Q1 | $478K | Buy |
+18,400
| New | +$478K | 0.01% | 937 |
|