West Paces Advisors’s NV5 Global NVEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-136
| Closed | -$4.5K | – | 579 |
|
|
2022
Q4 | $4.5K | Hold |
136
| – | – | ﹤0.01% | 402 |
|
|
2022
Q3 | $4.21K | Hold |
136
| – | – | ﹤0.01% | 399 |
|
|
2022
Q2 | $3.97K | Hold |
136
| – | – | ﹤0.01% | 431 |
|
|
2022
Q1 | $4.53K | Hold |
136
| – | – | ﹤0.01% | 418 |
|
|
2021
Q4 | $4.7K | Buy |
136
+12
| +10% | +$414 | ﹤0.01% | 436 |
|
|
2021
Q3 | $3.06K | Hold |
124
| – | – | ﹤0.01% | 462 |
|
|
2021
Q2 | $2.93K | Buy |
+124
| New | +$2.93K | ﹤0.01% | 481 |
|
|
2019
Q3 | – | Sell |
-164
| Closed | -$3.34K | – | 492 |
|
|
2019
Q2 | $3.34K | Hold |
164
| – | – | ﹤0.01% | 408 |
|
|
2019
Q1 | $2.43K | Hold |
164
| – | – | ﹤0.01% | 429 |
|
|
2018
Q4 | $2.48K | Hold |
164
| – | – | ﹤0.01% | 428 |
|
|
2018
Q3 | $3.56K | Hold |
164
| – | – | ﹤0.01% | 415 |
|
|
2018
Q2 | $2.84K | Hold |
164
| – | – | ﹤0.01% | 433 |
|
|
2018
Q1 | $2.29K | Hold |
164
| – | – | ﹤0.01% | 413 |
|
|
2017
Q4 | $2.22K | Buy |
+164
| New | +$2.22K | ﹤0.01% | 429 |
|