Wealth Enhancement Advisory Services’s NV5 Global NVEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $247K | Buy |
+10,646
| New | +$247K | ﹤0.01% | 2791 |
|
|
2024
Q4 | – | Sell |
-8,720
| Closed | -$204K | – | 2954 |
|
|
2024
Q3 | $204K | Sell |
8,720
-56
| -0.6% | -$1.31K | ﹤0.01% | 2421 |
|
|
2024
Q2 | $204K | Buy |
+8,776
| New | +$204K | ﹤0.01% | 2282 |
|
|
2024
Q1 | – | Sell |
-7,404
| Closed | -$206K | – | 2430 |
|
|
2023
Q4 | $206K | Sell |
7,404
-932
| -11% | -$25.9K | ﹤0.01% | 2075 |
|
|
2023
Q3 | $201K | Buy |
+8,336
| New | +$201K | ﹤0.01% | 1997 |
|