United Capital Financial Advisors’s NV5 Global NVEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-42,376
| Closed | -$437K | – | 1225 |
|
|
2020
Q1 | $437K | Hold |
42,376
| – | – | ﹤0.01% | 859 |
|
|
2019
Q4 | $534K | Hold |
42,376
| – | – | ﹤0.01% | 964 |
|
|
2019
Q3 | $723K | Sell |
42,376
-116
| -0.3% | -$1.98K | 0.01% | 834 |
|
|
2019
Q2 | $865K | Buy |
42,492
+2,376
| +6% | +$48.4K | 0.01% | 854 |
|
|
2019
Q1 | $595K | Hold |
40,116
| – | – | ﹤0.01% | 916 |
|
|
2018
Q4 | $607K | Buy |
+40,116
| New | +$607K | ﹤0.01% | 855 |
|