Winton Group’s NV5 Global NVEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-25,680
| Closed | -$600K | – | 733 |
|
|
2024
Q3 | $600K | Buy |
+25,680
| New | +$600K | 0.04% | 415 |
|
|
2023
Q2 | – | Sell |
-7,820
| Closed | -$203K | – | 1008 |
|
|
2023
Q1 | $203K | Buy |
7,820
+1,044
| +15% | +$27.1K | 0.01% | 902 |
|
|
2022
Q4 | $224K | Buy |
+6,776
| New | +$224K | 0.01% | 852 |
|
|
2019
Q2 | – | Sell |
-17,692
| Closed | -$263K | – | 1244 |
|
|
2019
Q1 | $263K | Sell |
17,692
-13,000
| -42% | -$193K | 0.01% | 845 |
|
|
2018
Q4 | $465K | Buy |
30,692
+5,936
| +24% | +$89.9K | 0.01% | 511 |
|
|
2018
Q3 | $537K | Buy |
24,756
+728
| +3% | +$15.8K | 0.01% | 600 |
|
|
2018
Q2 | $416K | Buy |
+24,028
| New | +$416K | 0.01% | 705 |
|