TPWM
NVEE

Twelve Points Wealth Management’s NV5 Global NVEE Stock Holding History

Twelve Points Wealth Management’s Portfolio NVEE Stock Details NVEE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-11,461
Closed -$1.34M – 166
2022
Q2 		$1.34M Sell
11,461
-88
-0.8% -$10.3K 1.03% 21
2022
Q1 		$1.54M Sell
11,549
-1,150
-9% -$153K 1.15% 12
2021
Q4 		$1.75M Buy
+12,699
New +$1.75M 1.42% 10