Valeo 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
Q3 | – | Sell |
-1,000
| Closed | -$13K | – | 1897 |
|
|
2020
Q2 | $13K | Hold |
1,000
| – | – | ﹤0.01% | 1132 |
|
|
2020
Q1 | $11K | Hold |
1,000
| – | – | ﹤0.01% | 1024 |
|
|
2019
Q4 | $13K | Hold |
1,000
| – | – | ﹤0.01% | 1019 |
|
|
2019
Q3 | $17K | Hold |
1,000
| – | – | ﹤0.01% | 882 |
|
|
2019
Q2 | $20K | Hold |
1,000
| – | – | ﹤0.01% | 841 |
|
|
2019
Q1 | $15K | Hold |
1,000
| – | – | ﹤0.01% | 853 |
|
|
2018
Q4 | $15K | Buy |
1,000
+508
| +103% | +$7.62K | ﹤0.01% | 779 |
|
|
2018
Q3 | $10K | Buy |
+492
| New | +$10K | ﹤0.01% | 963 |
|