Carroll Financial Associates’s Inovalon Holdings, Inc. Class A Common Stock INOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,416
| Closed | -$57K | – | 2055 |
|
|
2021
Q3 | $57K | Hold |
1,416
| – | – | ﹤0.01% | 718 |
|
|
2021
Q2 | $48K | Hold |
1,416
| – | – | ﹤0.01% | 830 |
|
|
2021
Q1 | $40K | Hold |
1,416
| – | – | ﹤0.01% | 823 |
|
|
2020
Q4 | $25K | Hold |
1,416
| – | – | ﹤0.01% | 873 |
|
|
2020
Q3 | $37K | Buy |
+1,416
| New | +$37K | ﹤0.01% | 729 |
|
|
2018
Q1 | – | Sell |
-282
| Closed | -$4K | – | 1367 |
|
|
2017
Q4 | $4K | Hold |
282
| – | – | ﹤0.01% | 1063 |
|
|
2017
Q3 | $4K | Hold |
282
| – | – | ﹤0.01% | 1042 |
|
|
2017
Q2 | $3K | Sell |
282
-33
| -10% | -$351 | ﹤0.01% | 1074 |
|
|
2017
Q1 | $3K | Hold |
315
| – | – | ﹤0.01% | 1075 |
|
|
2016
Q4 | $3K | Hold |
315
| – | – | ﹤0.01% | 1034 |
|
|
2016
Q3 | $4K | Hold |
315
| – | – | ﹤0.01% | 1006 |
|
|
2016
Q2 | $5K | Hold |
315
| – | – | ﹤0.01% | 940 |
|
|
2016
Q1 | $5K | Buy |
+315
| New | +$5K | ﹤0.01% | 916 |
|