Taylor Wealth Management Partners’s NV5 Global NVEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-323,204
| Closed | -$5.52M | – | 50 |
|
|
2019
Q3 | $5.52M | Sell |
323,204
-5,172
| -2% | -$88.3K | 2.58% | 18 |
|
|
2019
Q2 | $6.68M | Buy |
328,376
+160
| +0% | +$3.26K | 3.12% | 12 |
|
|
2019
Q1 | $4.87M | Buy |
328,216
+104,984
| +47% | +$1.56M | 2.42% | 16 |
|
|
2018
Q4 | $3.38M | Sell |
223,232
-18,444
| -8% | -$279K | 1.95% | 17 |
|
|
2018
Q3 | $5.24M | Buy |
241,676
+81,316
| +51% | +$1.76M | 2.23% | 16 |
|
|
2018
Q2 | $2.78M | Buy |
+160,360
| New | +$2.78M | 1.24% | 30 |
|