Parkside Financial Bank & Trust’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 | $1.39K | Sell |
60
-24
| -29% | -$554 | ﹤0.01% | 2125 |
|
|
2025
Q1 | $1.62K | Buy |
+84
| New | +$1.62K | ﹤0.01% | 1943 |
|
|
2024
Q4 | – | Sell |
-16
| Closed | -$374 | – | 2168 |
|
|
2024
Q3 | $374 | Buy |
+16
| New | +$374 | ﹤0.01% | 1884 |
|
|
2024
Q2 | – | Sell |
-24
| Closed | -$589 | – | 2082 |
|
|
2024
Q1 | $589 | Hold |
24
| – | – | ﹤0.01% | 1717 |
|
|
2023
Q4 | $667 | Sell |
24
-44
| -65% | -$1.22K | ﹤0.01% | 1696 |
|
|
2023
Q3 | $1.64K | Buy |
68
+12
| +21% | +$289 | ﹤0.01% | 1723 |
|
|
2023
Q2 | $1.55K | Buy |
56
+32
| +133% | +$886 | ﹤0.01% | 1753 |
|
|
2023
Q1 | $624 | Sell |
24
-24
| -50% | -$624 | ﹤0.01% | 1886 |
|
|
2022
Q4 | $1.59K | Hold |
48
| – | – | ﹤0.01% | 1746 |
|
|
2022
Q3 | $1K | Buy |
48
+36
| +300% | +$750 | ﹤0.01% | 1710 |
|
|
2022
Q2 | $0 | Hold |
12
| – | – | ﹤0.01% | 1906 |
|
|
2022
Q1 | $0 | Sell |
12
-56
| -82% | – | ﹤0.01% | 1897 |
|
|
2021
Q4 | $2K | Buy |
+68
| New | +$2K | ﹤0.01% | 1634 |
|