Okabena Investment Services’s NV5 Global NVEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-492
| Closed | -$11.8K | – | 130 |
|
|
2023
Q3 | $11.8K | Hold |
492
| – | – | 0.01% | 84 |
|
|
2023
Q2 | $13.6K | Hold |
492
| – | – | 0.01% | 118 |
|
|
2023
Q1 | $12.8K | Hold |
492
| – | – | 0.01% | 88 |
|
|
2022
Q4 | $16.3K | Sell |
492
-3,324
| -87% | -$110K | 0.01% | 117 |
|
|
2022
Q3 | $118K | Hold |
3,816
| – | – | 0.06% | 114 |
|
|
2022
Q2 | $111K | Buy |
3,816
+284
| +8% | +$8.26K | 0.06% | 102 |
|
|
2022
Q1 | $118K | Hold |
3,532
| – | – | 0.05% | 106 |
|
|
2021
Q4 | $122K | Buy |
+3,532
| New | +$122K | 0.05% | 118 |
|