Summit Global Investments’s NV5 Global NVEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-58,364
Closed -$1.93M 558
2022
Q4
$1.93M Hold
58,364
0.16% 137
2022
Q3
$1.81M Buy
58,364
+400
+0.7% +$12.4K 0.17% 137
2022
Q2
$1.69M Buy
57,964
+23,564
+69% +$688K 0.15% 149
2022
Q1
$1.15M Buy
+34,400
New +$1.15M 0.08% 217