Wealthcare Advisory Partners’s NV5 Global NVEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-120
| Closed | -$3K | – | 1405 |
|
|
2021
Q1 | $3K | Buy |
+120
| New | +$3K | ﹤0.01% | 1794 |
|
|
2020
Q2 | – | Sell |
-540
| Closed | -$6K | – | 1024 |
|
|
2020
Q1 | $6K | Hold |
540
| – | – | ﹤0.01% | 1065 |
|
|
2019
Q4 | $7K | Hold |
540
| – | – | ﹤0.01% | 1040 |
|
|
2019
Q3 | $9K | Buy |
+540
| New | +$9K | ﹤0.01% | 950 |
|