Steward Partners Investment Advisory’s NV5 Global NVEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $3.33K | Hold |
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|
2025
Q1 | $2.77K | Hold |
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|
2024
Q4 | $2.71K | Hold |
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|
2024
Q3 | $3.37K | Hold |
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|
2024
Q2 | $3.35K | Hold |
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|
2024
Q1 | $3.53K | Hold |
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|
2023
Q4 | $4K | Hold |
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|
2023
Q3 | $3.46K | Hold |
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|
2023
Q2 | $3.99K | Hold |
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|
2023
Q1 | $3.74K | Hold |
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|
2022
Q4 | $4.76K | Hold |
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|
2022
Q3 | $4K | Hold |
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|
2022
Q2 | $4K | Hold |
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|
2022
Q1 | $5K | Hold |
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|
2021
Q4 | $5K | Hold |
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|
2021
Q3 | $4K | Hold |
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|
2021
Q2 | $3K | Sell |
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|
2021
Q1 | $1.46M | Buy |
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|
2020
Q4 | $3K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $27K | Hold |
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|
2019
Q2 | $32K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $4K | Buy |
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