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 |
|