Nisa 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.7K | Sell |
635
-287
| -31% | -$6.63K | ﹤0.01% | 2086 |
|
|
2025
Q1 | $17.8K | Buy |
922
+263
| +40% | +$5.07K | ﹤0.01% | 1929 |
|
|
2024
Q4 | $12.4K | Sell |
659
-81
| -11% | -$1.53K | ﹤0.01% | 2076 |
|
|
2024
Q3 | $17.3K | Sell |
740
-24
| -3% | -$561 | ﹤0.01% | 1951 |
|
|
2024
Q2 | $17.8K | Buy |
764
+52
| +7% | +$1.21K | ﹤0.01% | 1989 |
|
|
2024
Q1 | $17.4K | Buy |
712
+28
| +4% | +$686 | ﹤0.01% | 1940 |
|
|
2023
Q4 | $19K | Sell |
684
-440
| -39% | -$12.2K | ﹤0.01% | 1898 |
|
|
2023
Q3 | $27K | Buy |
1,124
+24
| +2% | +$577 | ﹤0.01% | 1912 |
|
|
2023
Q2 | $30.5K | Buy |
1,100
+272
| +33% | +$7.53K | ﹤0.01% | 1930 |
|
|
2023
Q1 | $22K | Sell |
828
-1,612
| -66% | -$42.8K | ﹤0.01% | 1980 |
|
|
2022
Q4 | $81K | Hold |
2,440
| – | – | ﹤0.01% | 1630 |
|
|
2022
Q3 | $88K | Buy |
2,440
+40
| +2% | +$1.44K | ﹤0.01% | 1548 |
|
|
2022
Q2 | $70K | Buy |
+2,400
| New | +$70K | ﹤0.01% | 1615 |
|