RFWA
NVEE
RPg Family Wealth Advisory’s NV5 Global NVEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-17,953
| Closed | -$1.23M | – | 295 |
|
|
2019
Q3 | $1.23M | Sell |
17,953
-1,530
| -8% | -$104K | 0.74% | 39 |
|
|
2019
Q2 | $1.59M | Sell |
19,483
-479
| -2% | -$39K | 0.94% | 33 |
|
|
2019
Q1 | $1.18M | Sell |
19,962
-380
| -2% | -$22.6K | 0.7% | 43 |
|
|
2018
Q4 | $1.23M | Sell |
20,342
-437
| -2% | -$26.5K | 1.2% | 25 |
|
|
2018
Q3 | $1.8M | Sell |
20,779
-93
| -0.4% | -$8.06K | 1.36% | 28 |
|
|
2018
Q2 | $1.45M | Buy |
+20,872
| New | +$1.45M | 1.12% | 32 |
|