AIMZ Investment Advisors’s Intevac Inc IVAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-25,045
| Closed | -$118K | – | 120 |
|
|
2021
Q4 | $118K | Hold |
25,045
| – | – | 0.05% | 119 |
|
|
2021
Q3 | $120K | Hold |
25,045
| – | – | 0.05% | 113 |
|
|
2021
Q2 | $169K | Hold |
25,045
| – | – | 0.08% | 111 |
|
|
2021
Q1 | $179K | Hold |
25,045
| – | – | 0.09% | 106 |
|
|
2020
Q4 | $181K | Hold |
25,045
| – | – | 0.09% | 105 |
|
|
2020
Q3 | $138K | Sell |
25,045
-2,905
| -10% | -$16K | 0.08% | 97 |
|
|
2020
Q2 | $153K | Sell |
27,950
-400
| -1% | -$2.19K | 0.1% | 94 |
|
|
2020
Q1 | $116K | Hold |
28,350
| – | – | 0.09% | 86 |
|
|
2019
Q4 | $200K | Buy |
28,350
+6,468
| +30% | +$45.6K | 0.13% | 94 |
|
|
2019
Q3 | $115K | Hold |
21,882
| – | – | 0.08% | 97 |
|
|
2019
Q2 | $106K | Hold |
21,882
| – | – | 0.07% | 98 |
|
|
2019
Q1 | $134K | Hold |
21,882
| – | – | 0.09% | 97 |
|
|
2018
Q4 | $114K | Hold |
21,882
| – | – | 0.09% | 91 |
|
|
2018
Q3 | $114K | Hold |
21,882
| – | – | 0.07% | 104 |
|
|
2018
Q2 | $106K | Hold |
21,882
| – | – | 0.08% | 99 |
|
|
2018
Q1 | $151K | Sell |
21,882
-1,939
| -8% | -$13.4K | 0.11% | 99 |
|
|
2017
Q4 | $163K | Hold |
23,821
| – | – | 0.12% | 99 |
|
|
2017
Q3 | $201K | Buy |
+23,821
| New | +$201K | 0.16% | 94 |
|