Allworth Financial’s Innovex International, Inc. INVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-222
| Closed | -$3.54K | – | 4681 |
|
|
2025
Q1 | $3.54K | Buy |
222
+120
| +118% | +$1.91K | ﹤0.01% | 2949 |
|
|
2024
Q4 | $1.71K | Sell |
102
-164
| -62% | -$2.76K | ﹤0.01% | 3204 |
|
|
2024
Q3 | $3.91K | Buy |
266
+135
| +103% | +$1.98K | ﹤0.01% | 2679 |
|
|
2024
Q2 | $2.27K | Sell |
131
-445
| -77% | -$7.7K | ﹤0.01% | 2870 |
|
|
2024
Q1 | $13K | Sell |
576
-6
| -1% | -$135 | ﹤0.01% | 1997 |
|
|
2023
Q4 | $13.5K | Buy |
582
+6
| +1% | +$140 | ﹤0.01% | 1859 |
|
|
2023
Q3 | $16.2K | Buy |
576
+22
| +4% | +$620 | ﹤0.01% | 1655 |
|
|
2023
Q2 | $12.9K | Sell |
554
-71
| -11% | -$1.65K | ﹤0.01% | 1777 |
|
|
2023
Q1 | $17.9K | Buy |
625
+71
| +13% | +$2.04K | ﹤0.01% | 1520 |
|
|
2022
Q4 | $15.1K | Hold |
554
| – | – | ﹤0.01% | 1515 |
|
|
2022
Q3 | $11K | Buy |
+554
| New | +$11K | ﹤0.01% | 1644 |
|
|
2020
Q3 | – | Sell |
-120
| Closed | -$4K | – | 1280 |
|
|
2020
Q2 | $4K | Hold |
120
| – | – | ﹤0.01% | 920 |
|
|
2020
Q1 | $4K | Buy |
+120
| New | +$4K | ﹤0.01% | 948 |
|