Beacon Pointe Advisors’s Invivyd IVVD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-10,000
Closed -$6.05K 1244
2025
Q1
$6.05K Sell
10,000
-5,000
-33% -$3.03K ﹤0.01% 1188
2024
Q4
$6.65K Sell
15,000
-12,000
-44% -$5.32K ﹤0.01% 1182
2024
Q3
$27.5K Sell
27,000
-21,700
-45% -$22.1K ﹤0.01% 1192
2024
Q2
$53.6K Buy
+48,700
New +$53.6K ﹤0.01% 1219