Avidian Wealth Enterprises’s Innovex International, Inc. INVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-92,580
| Closed | -$1.81M | – | 480 |
|
|
2022
Q3 | $1.81M | Sell |
92,580
-18,390
| -17% | -$359K | 0.13% | 109 |
|
|
2022
Q2 | $2.86M | Hold |
110,970
| – | – | 0.2% | 84 |
|
|
2022
Q1 | $4.15M | Sell |
110,970
-40,000
| -26% | -$1.49M | 0.25% | 75 |
|
|
2021
Q4 | $2.97M | Sell |
150,970
-149,980
| -50% | -$2.95M | 0.18% | 93 |
|
|
2021
Q3 | $7.58M | Hold |
300,950
| – | – | 0.58% | 34 |
|
|
2021
Q2 | $10.2M | Hold |
300,950
| – | – | 0.78% | 29 |
|
|
2021
Q1 | $10M | Hold |
300,950
| – | – | 0.85% | 27 |
|
|
2020
Q4 | $8.91M | Hold |
300,950
| – | – | 0.85% | 28 |
|
|
2020
Q3 | $7.45M | Hold |
300,950
| – | – | 0.84% | 29 |
|
|
2020
Q2 | $8.97M | Hold |
300,950
| – | – | 1.21% | 18 |
|
|
2020
Q1 | $9.18M | Buy |
+300,950
| New | +$9.18M | 1.47% | 15 |
|