Carroll Financial Associates’s Invuity, Inc IVTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,000
| Closed | -$7K | – | 1453 |
|
|
2018
Q3 | $7K | Hold |
1,000
| – | – | ﹤0.01% | 1017 |
|
|
2018
Q2 | $3K | Hold |
1,000
| – | – | ﹤0.01% | 1158 |
|
|
2018
Q1 | $3K | Hold |
1,000
| – | – | ﹤0.01% | 1137 |
|
|
2017
Q4 | $6K | Hold |
1,000
| – | – | ﹤0.01% | 983 |
|
|
2017
Q3 | $9K | Hold |
1,000
| – | – | ﹤0.01% | 852 |
|
|
2017
Q2 | $7K | Buy |
1,000
+100
| +11% | +$700 | ﹤0.01% | 926 |
|
|
2017
Q1 | $7K | Buy |
900
+400
| +80% | +$3.11K | ﹤0.01% | 928 |
|
|
2016
Q4 | $2K | Hold |
500
| – | – | ﹤0.01% | 1071 |
|
|
2016
Q3 | $6K | Buy |
+500
| New | +$6K | ﹤0.01% | 926 |
|