TCI Wealth Advisors’s NV5 Global NVEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-288
| Closed | -$7.49K | – | 1534 |
|
|
2023
Q1 | $7.49K | Buy |
288
+148
| +106% | +$3.85K | ﹤0.01% | 1257 |
|
|
2022
Q4 | $4.63K | Hold |
140
| – | – | ﹤0.01% | 1582 |
|
|
2022
Q3 | $4K | Hold |
140
| – | – | ﹤0.01% | 1644 |
|
|
2022
Q2 | $4K | Hold |
140
| – | – | ﹤0.01% | 1661 |
|
|
2022
Q1 | $5K | Hold |
140
| – | – | ﹤0.01% | 1575 |
|
|
2021
Q4 | $5K | Hold |
140
| – | – | ﹤0.01% | 1691 |
|
|
2021
Q3 | $3K | Buy |
+140
| New | +$3K | ﹤0.01% | 1960 |
|