Sugarloaf Wealth Management’s NV5 Global NVEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-400
| Closed | -$12K | – | 838 |
|
|
2022
Q2 | $12K | Hold |
400
| – | – | ﹤0.01% | 483 |
|
|
2022
Q1 | $13K | Hold |
400
| – | – | ﹤0.01% | 459 |
|
|
2021
Q4 | $14K | Hold |
400
| – | – | ﹤0.01% | 472 |
|
|
2021
Q3 | $10K | Sell |
400
-400
| -50% | -$10K | ﹤0.01% | 517 |
|
|
2021
Q2 | $19K | Hold |
800
| – | – | 0.01% | 420 |
|
|
2021
Q1 | $19 | Buy |
800
+400
| +100% | +$10 | 0.01% | 416 |
|
|
2020
Q4 | $8K | Hold |
400
| – | – | ﹤0.01% | 499 |
|
|
2020
Q3 | $5K | Hold |
400
| – | – | ﹤0.01% | 521 |
|
|
2020
Q2 | $5K | Buy |
+400
| New | +$5K | ﹤0.01% | 525 |
|