CAPTRUST Financial Advisors’s Innovex International, Inc. INVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $312K | Buy |
+19,978
| New | +$312K | ﹤0.01% | 2028 |
|
|
2023
Q2 | – | Sell |
-7,275
| Closed | -$209K | – | 2601 |
|
|
2023
Q1 | $209K | Buy |
+7,275
| New | +$209K | ﹤0.01% | 2028 |
|
|
2022
Q3 | – | Sell |
-5,246
| Closed | -$135K | – | 4163 |
|
|
2022
Q2 | $135K | Sell |
5,246
-443
| -8% | -$11.4K | ﹤0.01% | 1989 |
|
|
2022
Q1 | $212K | Buy |
5,689
+2,973
| +109% | +$111K | ﹤0.01% | 1686 |
|
|
2021
Q4 | $53K | Sell |
2,716
-435
| -14% | -$8.49K | ﹤0.01% | 2626 |
|
|
2021
Q3 | $79K | Buy |
3,151
+1,359
| +76% | +$34.1K | ﹤0.01% | 2263 |
|
|
2021
Q2 | $61K | Sell |
1,792
-548
| -23% | -$18.7K | ﹤0.01% | 2386 |
|
|
2021
Q1 | $78K | Buy |
2,340
+1,630
| +230% | +$54.3K | ﹤0.01% | 2137 |
|
|
2020
Q4 | $21K | Buy |
710
+25
| +4% | +$739 | ﹤0.01% | 2237 |
|
|
2020
Q3 | $17K | Buy |
685
+66
| +11% | +$1.64K | ﹤0.01% | 2058 |
|
|
2020
Q2 | $18K | Buy |
+619
| New | +$18K | ﹤0.01% | 1989 |
|
|
2019
Q3 | – | Sell |
-73
| Closed | -$4K | – | 2040 |
|
|
2019
Q2 | $4K | Hold |
73
| – | – | ﹤0.01% | 1713 |
|
|
2019
Q1 | $3K | Sell |
73
-494
| -87% | -$20.3K | ﹤0.01% | 1650 |
|
|
2018
Q4 | $17K | Buy |
567
+342
| +152% | +$10.3K | ﹤0.01% | 1075 |
|
|
2018
Q3 | $12K | Sell |
225
-130
| -37% | -$6.93K | ﹤0.01% | 1188 |
|
|
2018
Q2 | $18K | Sell |
355
-126
| -26% | -$6.39K | ﹤0.01% | 992 |
|
|
2018
Q1 | $21K | Hold |
481
| – | – | ﹤0.01% | 824 |
|
|
2017
Q4 | $23K | Buy |
+481
| New | +$23K | ﹤0.01% | 755 |
|