Pathstone Family Office’s NV5 Global NVEE Stock Holding History

Pathstone Family Office’s Portfolio NVEE Stock Details NVEE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$410K	Buy
2023 Q2	$465K	Sell
2023 Q1	$461K	Sell
2022 Q4	$1.22M	Buy
2022 Q3	$1.08M	Buy