Principal Securities’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 | $12.6K | Sell |
545
-126
| -19% | -$2.91K | ﹤0.01% | 2526 |
|
|
2025
Q1 | $12.6K | Hold |
671
| – | – | ﹤0.01% | 2426 |
|
|
2024
Q4 | $12.6K | Buy |
671
+55
| +9% | +$1.04K | ﹤0.01% | 2422 |
|
|
2024
Q3 | $14.4K | Sell |
616
-28
| -4% | -$654 | ﹤0.01% | 2275 |
|
|
2024
Q2 | $15K | Sell |
644
-60
| -9% | -$1.4K | ﹤0.01% | 2203 |
|
|
2024
Q1 | $17.3K | Sell |
704
-84
| -11% | -$2.06K | ﹤0.01% | 2080 |
|
|
2023
Q4 | $21.9K | Buy |
+788
| New | +$21.9K | ﹤0.01% | 1878 |
|