Carroll Financial Associates’s Invuity, Inc IVTY Stock Holding History

Carroll Financial Associates’s Portfolio IVTY Stock Details IVTY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-1,000	Closed	-$7K	–	1452
2018 Q3	$7K	Hold	1,000	–	–	﹤0.01%	1018
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%	+$777	﹤0.01%	926
2017 Q1	$7K	Buy	900 +400	+80%	+$2.92K	﹤0.01%	928
2016 Q4	$2K	Hold	500	–	–	﹤0.01%	1071
2016 Q3	$6K	Buy	+500	New	+$5.94K	﹤0.01%	926

Other funds holding IVTY

Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

Carroll Financial Associates's IVTY Position: Q4 2018 in Review

Carroll Financial Associates sold out of Invuity, Inc (IVTY) in Q4 2018, closing a stake of 1,000 shares — an estimated $7K sold.

Carroll Financial Associates first reported a position in IVTY in Q3 2016 and held it in 9 quarters. The position peaked at $9K in Q3 2017. 1 fund tracked by Wall St. Rank holds IVTY as of Q4 2018.

Carroll Financial Associates reported no remaining Invuity, Inc position as of Q4 2018 after selling out during the quarter.
Carroll Financial Associates sold 1,000 Invuity, Inc shares in Q4 2018, an estimated $7K.
Carroll Financial Associates first reported a position in Invuity, Inc in Q3 2016 and held it in 9 quarters.
Carroll Financial Associates's Invuity, Inc position peaked at $9K in Q3 2017.
1 fund tracked by Wall St. Rank held Invuity, Inc as of Q4 2018.

Based on Carroll Financial Associates's 13F filing for Q4 2018, filed 11 Jan 2019.