Allworth Financial’s Innoviva INVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.9K | Buy |
743
+295
| +66% | +$5.93K | ﹤0.01% | 2689 |
|
|
2025
Q1 | $8.24K | Sell |
448
-1
| -0.2% | -$18 | ﹤0.01% | 2500 |
|
|
2024
Q4 | $8.32K | Buy |
449
+72
| +19% | +$1.33K | ﹤0.01% | 2512 |
|
|
2024
Q3 | $7.28K | Hold |
377
| – | – | ﹤0.01% | 2403 |
|
|
2024
Q2 | $6.48K | Hold |
377
| – | – | ﹤0.01% | 2398 |
|
|
2024
Q1 | $5.75K | Hold |
377
| – | – | ﹤0.01% | 2352 |
|
|
2023
Q4 | $6.05K | Buy |
377
+133
| +55% | +$2.13K | ﹤0.01% | 2192 |
|
|
2023
Q3 | $3.17K | Sell |
244
-175
| -42% | -$2.27K | ﹤0.01% | 2329 |
|
|
2023
Q2 | $5.33K | Buy |
419
+45
| +12% | +$573 | ﹤0.01% | 2068 |
|
|
2023
Q1 | $4.21K | Sell |
374
-635
| -63% | -$7.15K | ﹤0.01% | 2105 |
|
|
2022
Q4 | $13.4K | Sell |
1,009
-42
| -4% | -$556 | ﹤0.01% | 1589 |
|
|
2022
Q3 | $12K | Buy |
+1,051
| New | +$12K | ﹤0.01% | 1553 |
|
|
2022
Q2 | – | Sell |
-11
| Closed | – | – | 2585 |
|
|
2022
Q1 | $0 | Buy |
+11
| New | – | ﹤0.01% | 2239 |
|