Schubert & Co’s NV5 Global NVEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8
| Closed | -$208 | – | 1021 |
|
|
2023
Q1 | $208 | Sell |
8
-16
| -67% | -$416 | ﹤0.01% | 1542 |
|
|
2022
Q4 | $794 | Sell |
24
-4
| -14% | -$132 | ﹤0.01% | 1259 |
|
|
2022
Q3 | $1K | Buy |
28
+8
| +40% | +$286 | ﹤0.01% | 1191 |
|
|
2022
Q2 | $1K | Buy |
20
+16
| +400% | +$800 | ﹤0.01% | 1215 |
|
|
2022
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1253 |
|