Seizert Capital Partners’s NV5 Global NVEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-40,228
| Closed | -$1.11M | – | 178 |
|
|
2023
Q2 | $1.11M | Sell |
40,228
-2,300
| -5% | -$63.7K | 0.06% | 120 |
|
|
2023
Q1 | $1.11M | Sell |
42,528
-7,260
| -15% | -$189K | 0.06% | 122 |
|
|
2022
Q4 | $1.65M | Sell |
49,788
-4,408
| -8% | -$146K | 0.09% | 115 |
|
|
2022
Q3 | $1.68M | Hold |
54,196
| – | – | 0.09% | 118 |
|
|
2022
Q2 | $1.58M | Buy |
+54,196
| New | +$1.58M | 0.08% | 120 |
|