Capital Financial Services, LLC NVEE Holdings History
Number of Shares
139,476.00
Current Holdings Value*
$4.61 Mil
% of Portfolio
6.37%
Total Estimate Gain
$992,471.88
% of Total Estimate Gain
39.34%
Capital Financial Services, LLC's NV5 Global Inc Holding Summary
As of 2022-12-31, Capital Financial Services, LLC held 139,476.00 shares of NV5 Global Inc(NVEE), totaling $4.61 Mil. This investment constitutes 6.37% of their stock portfolio, and Capital Financial Services, LLC now holds 0.22% of the outstanding NV5 Global Inc(NVEE) stock.
The initial trade took place in 2020Q4. In addition, there have been 3 sales at an average price of $32.35 for 9,380.00 shares. Based on historical transaction data and NVEE's current price of $23.03, Capital Financial Services, LLC's estimated gain on his NVEE holdings is $992,471.88, reflecting a 39.34% gain to date.
Capital Financial Services, LLC NVEE ($23.03) Holding Chart
Capital Financial Services, LLC NVEE ($23.03) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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