Waldron Private Wealth’s NVR NVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-73
| Closed | -$435K | – | 428 |
|
|
2023
Q3 | $435K | Hold |
73
| – | – | 0.02% | 250 |
|
|
2023
Q2 | $464K | Hold |
73
| – | – | 0.02% | 242 |
|
|
2023
Q1 | $407K | Hold |
73
| – | – | 0.02% | 287 |
|
|
2022
Q4 | $291K | Hold |
73
| – | – | 0.02% | 306 |
|
|
2022
Q3 | $291K | Buy |
73
+2
| +3% | +$7.97K | 0.02% | 308 |
|
|
2022
Q2 | $284K | Buy |
71
+2
| +3% | +$8K | 0.02% | 306 |
|
|
2022
Q1 | $308K | Hold |
69
| – | – | 0.02% | 307 |
|
|
2021
Q4 | $407K | Hold |
69
| – | – | 0.02% | 275 |
|
|
2021
Q3 | $330K | Hold |
69
| – | – | 0.02% | 270 |
|
|
2021
Q2 | $343K | Hold |
69
| – | – | 0.02% | 249 |
|
|
2021
Q1 | $325K | Hold |
69
| – | – | 0.02% | 235 |
|
|
2020
Q4 | $281K | Hold |
69
| – | – | 0.02% | 237 |
|
|
2020
Q3 | $281K | Sell |
69
-1
| -1% | -$4.07K | 0.02% | 217 |
|
|
2020
Q2 | $228K | Buy |
+70
| New | +$228K | 0.02% | 226 |
|