Private Trust Company’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 | $6.33K | Sell |
274
-52
| -16% | -$1.2K | ﹤0.01% | 1973 |
|
|
2025
Q1 | $6.28K | Hold |
326
| – | – | ﹤0.01% | 1953 |
|
|
2024
Q4 | $6.14K | Buy |
326
+50
| +18% | +$942 | ﹤0.01% | 1914 |
|
|
2024
Q3 | $6.45K | Hold |
276
| – | – | ﹤0.01% | 1864 |
|
|
2024
Q2 | $6.42K | Buy |
276
+32
| +13% | +$744 | ﹤0.01% | 1837 |
|
|
2024
Q1 | $5.98K | Buy |
244
+56
| +30% | +$1.37K | ﹤0.01% | 1844 |
|
|
2023
Q4 | $5.22K | Buy |
+188
| New | +$5.22K | ﹤0.01% | 1906 |
|