Summit Securities Group’s NV5 Global NVEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,600
| Closed | -$39K | – | 586 |
|
|
2024
Q1 | $39K | Hold |
1,600
| – | – | 0.01% | 147 |
|
|
2023
Q4 | $44K | Hold |
1,600
| – | – | ﹤0.01% | 237 |
|
|
2023
Q3 | $38K | Sell |
1,600
-2,400
| -60% | -$57K | ﹤0.01% | 173 |
|
|
2023
Q2 | $111K | Buy |
+4,000
| New | +$111K | 0.01% | 172 |
|
|
2016
Q3 | – | Sell |
-40,852
| Closed | -$290K | – | 207 |
|
|
2016
Q2 | $290K | Buy |
+40,852
| New | +$290K | 0.15% | 143 |
|