Bank of New York Mellon’s InnovAge Holding INNV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $240K | Sell |
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|
2025
Q2 | $184K | Buy |
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|
2025
Q1 | $122K | Buy |
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|
2024
Q4 | $157K | Hold |
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|
2024
Q3 | $240K | Sell |
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|
2024
Q2 | $289K | Buy |
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|
2024
Q1 | $204K | Sell |
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|
2023
Q4 | $289K | Sell |
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|
2023
Q3 | $291K | Sell |
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|
2023
Q2 | $379K | Sell |
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|
2023
Q1 | $429K | Sell |
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|
2022
Q4 | $390K | Sell |
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|
2022
Q3 | $488K | Buy |
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|
2022
Q2 | $341K | Sell |
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|
2022
Q1 | $510K | Sell |
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|
2021
Q4 | $6.34M | Buy |
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|
2021
Q3 | $6.06M | Buy |
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|
2021
Q2 | $1.18M | Buy |
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