PWMG
NVEE

Private Wealth Management Group’s NV5 Global NVEE Stock Holding History

Private Wealth Management Group’s Portfolio NVEE Stock Details NVEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-217
Closed -$4.18K – 1568
2025
Q1 		$4.18K Buy
217
+130
+149% +$2.51K ﹤0.01% 792
2024
Q4 		$1.64K Buy
87
+11
+14% +$207 ﹤0.01% 1155
2024
Q3 		$1.78K Hold
76
– – ﹤0.01% 1112
2024
Q2 		$1.77K Buy
+76
New +$1.77K ﹤0.01% 1096