CAPTRUST Financial Advisors’s InnovAge Holding INNV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,500
| Closed | -$83.8K | – | 2566 |
|
|
2023
Q1 | $83.8K | Buy |
+10,500
| New | +$83.8K | ﹤0.01% | 2173 |
|
|
2022
Q3 | – | Sell |
-5,742
| Closed | -$25K | – | 3029 |
|
|
2022
Q2 | $25K | Hold |
5,742
| – | – | ﹤0.01% | 3244 |
|
|
2022
Q1 | $37K | Buy |
5,742
+5,606
| +4,122% | +$36.1K | ﹤0.01% | 2999 |
|
|
2021
Q4 | $1K | Buy |
+136
| New | +$1K | ﹤0.01% | 4579 |
|