SSWM
NVEE
Sheets Smith Wealth Management’s NV5 Global NVEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-5,658
| Closed | -$491K | – | 308 |
|
|
2018
Q3 | $491K | Buy |
5,658
+34
| +0.6% | +$2.95K | 0.1% | 219 |
|
|
2018
Q2 | $390K | Buy |
+5,624
| New | +$390K | 0.09% | 227 |
|
|
2018
Q1 | – | Sell |
-8,562
| Closed | -$464K | – | 331 |
|
|
2017
Q4 | $464K | Buy |
8,562
+177
| +2% | +$9.59K | 0.11% | 201 |
|
|
2017
Q3 | $458K | Buy |
8,385
+1,653
| +25% | +$90.3K | 0.12% | 193 |
|
|
2017
Q2 | $286K | Buy |
+6,732
| New | +$286K | 0.08% | 242 |
|