Sutton Wealth Advisors’s NV5 Global NVEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-296
| Closed | -$9.79K | – | 1304 |
|
|
2022
Q4 | $9.79K | Buy |
296
+272
| +1,133% | +$9K | ﹤0.01% | 953 |
|
|
2022
Q3 | $743 | Hold |
24
| – | – | ﹤0.01% | 1379 |
|
|
2022
Q2 | $700 | Hold |
24
| – | – | ﹤0.01% | 1379 |
|
|
2022
Q1 | $800 | Buy |
24
+12
| +100% | +$400 | ﹤0.01% | 1393 |
|
|
2021
Q4 | $414 | Buy |
+12
| New | +$414 | ﹤0.01% | 1562 |
|