Steward Partners Investment Advisory’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 | $3.33K | Hold |
144
| – | – | ﹤0.01% | 3602 |
|
|
2025
Q1 | $2.78K | Hold |
144
| – | – | ﹤0.01% | 3565 |
|
|
2024
Q4 | $2.71K | Hold |
144
| – | – | ﹤0.01% | 3558 |
|
|
2024
Q3 | $3.37K | Hold |
144
| – | – | ﹤0.01% | 3298 |
|
|
2024
Q2 | $3.35K | Hold |
144
| – | – | ﹤0.01% | 3160 |
|
|
2024
Q1 | $3.53K | Hold |
144
| – | – | ﹤0.01% | 3146 |
|
|
2023
Q4 | $4K | Hold |
144
| – | – | ﹤0.01% | 3041 |
|
|
2023
Q3 | $3.46K | Hold |
144
| – | – | ﹤0.01% | 2937 |
|
|
2023
Q2 | $3.99K | Hold |
144
| – | – | ﹤0.01% | 2865 |
|
|
2023
Q1 | $3.74K | Hold |
144
| – | – | ﹤0.01% | 2878 |
|
|
2022
Q4 | $4.76K | Hold |
144
| – | – | ﹤0.01% | 2788 |
|
|
2022
Q3 | $4K | Hold |
144
| – | – | ﹤0.01% | 2868 |
|
|
2022
Q2 | $4K | Hold |
144
| – | – | ﹤0.01% | 2853 |
|
|
2022
Q1 | $5K | Hold |
144
| – | – | ﹤0.01% | 2896 |
|
|
2021
Q4 | $5K | Hold |
144
| – | – | ﹤0.01% | 2832 |
|
|
2021
Q3 | $4K | Hold |
144
| – | – | ﹤0.01% | 2877 |
|
|
2021
Q2 | $3K | Sell |
144
-60,416
| -100% | -$1.26M | ﹤0.01% | 6784 |
|
|
2021
Q1 | $1.46M | Buy |
60,560
+60,416
| +41,956% | +$1.46M | 0.03% | 519 |
|
|
2020
Q4 | $3K | Buy |
+144
| New | +$3K | ﹤0.01% | 2642 |
|
|
2019
Q4 | – | Sell |
-1,600
| Closed | -$27K | – | 2693 |
|
|
2019
Q3 | $27K | Hold |
1,600
| – | – | ﹤0.01% | 1618 |
|
|
2019
Q2 | $32K | Buy |
+1,600
| New | +$32K | ﹤0.01% | 1512 |
|
|
2018
Q4 | – | Sell |
-204
| Closed | -$4K | – | 1680 |
|
|
2018
Q3 | $4K | Buy |
+204
| New | +$4K | ﹤0.01% | 2205 |
|