Parallel Advisors’s NV5 Global NVEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.84K | Sell |
253
-390
| -61% | -$9.01K | ﹤0.01% | 2655 |
|
|
2025
Q1 | $12.4K | Buy |
+643
| New | +$12.4K | ﹤0.01% | 2335 |
|
|
2024
Q2 | – | Sell |
-400
| Closed | -$9.8K | – | 3383 |
|
|
2024
Q1 | $9.8K | Hold |
400
| – | – | ﹤0.01% | 2321 |
|
|
2023
Q4 | $11.1K | Sell |
400
-60
| -13% | -$1.67K | ﹤0.01% | 2245 |
|
|
2023
Q3 | $11.1K | Hold |
460
| – | – | ﹤0.01% | 2145 |
|
|
2023
Q2 | $12.7K | Hold |
460
| – | – | ﹤0.01% | 2069 |
|
|
2023
Q1 | $12K | Sell |
460
-56
| -11% | -$1.46K | ﹤0.01% | 2059 |
|
|
2022
Q4 | $17.1K | Hold |
516
| – | – | ﹤0.01% | 1779 |
|
|
2022
Q3 | $16K | Sell |
516
-384
| -43% | -$11.9K | ﹤0.01% | 1767 |
|
|
2022
Q2 | $26K | Sell |
900
-28
| -3% | -$809 | ﹤0.01% | 1539 |
|
|
2022
Q1 | $31K | Hold |
928
| – | – | ﹤0.01% | 1511 |
|
|
2021
Q4 | $32K | Hold |
928
| – | – | ﹤0.01% | 1554 |
|
|
2021
Q3 | $23K | Buy |
928
+100
| +12% | +$2.48K | ﹤0.01% | 1644 |
|
|
2021
Q2 | $20K | Buy |
828
+100
| +14% | +$2.42K | ﹤0.01% | 1667 |
|
|
2021
Q1 | $18K | Buy |
+728
| New | +$18K | ﹤0.01% | 1629 |
|
|
2020
Q2 | – | Sell |
-144
| Closed | -$1K | – | 2625 |
|
|
2020
Q1 | $1K | Hold |
144
| – | – | ﹤0.01% | 2294 |
|
|
2019
Q4 | $2K | Hold |
144
| – | – | ﹤0.01% | 2221 |
|
|
2019
Q3 | $2K | Hold |
144
| – | – | ﹤0.01% | 2180 |
|
|
2019
Q2 | $3K | Hold |
144
| – | – | ﹤0.01% | 1986 |
|
|
2019
Q1 | $2K | Hold |
144
| – | – | ﹤0.01% | 2081 |
|
|
2018
Q4 | $2K | Hold |
144
| – | – | ﹤0.01% | 1893 |
|
|
2018
Q3 | $3K | Hold |
144
| – | – | ﹤0.01% | 1915 |
|
|
2018
Q2 | $2K | Hold |
144
| – | – | ﹤0.01% | 1867 |
|
|
2018
Q1 | $2K | Hold |
144
| – | – | ﹤0.01% | 1853 |
|
|
2017
Q4 | $2K | Hold |
144
| – | – | ﹤0.01% | 1867 |
|
|
2017
Q3 | $2K | Hold |
144
| – | – | ﹤0.01% | 1866 |
|
|
2017
Q2 | $1K | Buy |
+144
| New | +$1K | ﹤0.01% | 2005 |
|