PSI Advisors’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 | – | Sell |
-160
| Closed | -$3.08K | – | 483 |
|
|
2025
Q1 | $3.08K | Hold |
160
| – | – | ﹤0.01% | 563 |
|
|
2024
Q4 | $3.01K | Hold |
160
| – | – | ﹤0.01% | 683 |
|
|
2024
Q3 | $3.74K | Hold |
160
| – | – | ﹤0.01% | 695 |
|
|
2024
Q2 | $3.72K | Hold |
160
| – | – | ﹤0.01% | 670 |
|
|
2024
Q1 | $3.92K | Hold |
160
| – | – | ﹤0.01% | 614 |
|
|
2023
Q4 | $4.45K | Hold |
160
| – | – | ﹤0.01% | 646 |
|
|
2023
Q3 | $3.85K | Hold |
160
| – | – | ﹤0.01% | 628 |
|
|
2023
Q2 | $4.43K | Hold |
160
| – | – | ﹤0.01% | 598 |
|
|
2023
Q1 | $4.16K | Hold |
160
| – | – | ﹤0.01% | 555 |
|
|
2022
Q4 | $5.29K | Hold |
160
| – | – | ﹤0.01% | 505 |
|
|
2022
Q3 | $5K | Hold |
160
| – | – | ﹤0.01% | 527 |
|
|
2022
Q2 | $5K | Sell |
160
-1,600
| -91% | -$50K | ﹤0.01% | 572 |
|
|
2022
Q1 | $59K | Hold |
1,760
| – | – | 0.02% | 249 |
|
|
2021
Q4 | $61K | Sell |
1,760
-400
| -19% | -$13.9K | 0.02% | 259 |
|
|
2021
Q3 | $53K | Buy |
+2,160
| New | +$53K | 0.02% | 284 |
|
|
2020
Q1 | – | Sell |
-2,000
| Closed | -$25K | – | 428 |
|
|
2019
Q4 | $25K | Buy |
+2,000
| New | +$25K | 0.02% | 346 |
|