Patriot Financial Group Insurance Agency’s NV5 Global NVEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-1,200
Closed -$41K 2185
2021
Q4
$41K Hold
1,200
0.01% 950
2021
Q3
$30K Hold
1,200
0.01% 1045
2021
Q2
$28K Hold
1,200
0.01% 1047
2021
Q1
$29K Hold
1,200
0.01% 964
2020
Q4
$24K Buy
+1,200
New +$24K 0.01% 915