WealthPLAN Partners’s NVR NVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8
| Closed | -$50.8K | – | 854 |
|
|
2023
Q2 | $50.8K | Sell |
8
-3
| -27% | -$19.1K | 0.01% | 507 |
|
|
2023
Q1 | $61.3K | Sell |
11
-38
| -78% | -$212K | 0.01% | 516 |
|
|
2022
Q4 | $251K | Buy |
+49
| New | +$251K | 0.02% | 338 |
|
|
2022
Q1 | $2.47M | Buy |
564
+45
| +9% | +$197K | 0.17% | 107 |
|
|
2021
Q4 | $2.77M | Buy |
519
+43
| +9% | +$229K | 0.18% | 100 |
|
|
2021
Q3 | $2.7M | Buy |
476
+19
| +4% | +$108K | 0.18% | 102 |
|
|
2021
Q2 | $2.43M | Buy |
457
+54
| +13% | +$287K | 0.17% | 97 |
|
|
2021
Q1 | $2.06M | Buy |
403
+59
| +17% | +$301K | 0.16% | 98 |
|
|
2020
Q4 | $1.57M | Buy |
344
+195
| +131% | +$888K | 0.13% | 112 |
|
|
2020
Q3 | $618K | Buy |
149
+87
| +140% | +$361K | 0.06% | 172 |
|
|
2020
Q2 | $251K | Buy |
+62
| New | +$251K | 0.03% | 262 |
|
|
2020
Q1 | – | Sell |
-59
| Closed | -$235K | – | 271 |
|
|
2019
Q4 | $235K | Sell |
59
-2
| -3% | -$7.97K | 0.03% | 225 |
|
|
2019
Q3 | $219K | Hold |
61
| – | – | 0.03% | 219 |
|
|
2019
Q2 | $217K | Sell |
61
-13
| -18% | -$46.2K | 0.03% | 218 |
|
|
2019
Q1 | $245K | Buy |
+74
| New | +$245K | 0.04% | 223 |
|
|
2018
Q3 | – | Sell |
-74
| Closed | -$220K | – | 276 |
|
|
2018
Q2 | $220K | Buy |
+74
| New | +$220K | 0.05% | 231 |
|