Carson Wealth (CWM LLC)’s InnovAge Holding INNV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5K | Buy |
1,429
+870
| +156% | +$3.04K | ﹤0.01% | 4612 |
|
|
2025
Q1 | $2K | Buy |
559
+255
| +84% | +$912 | ﹤0.01% | 4760 |
|
|
2024
Q4 | $1K | Buy |
304
+105
| +53% | +$345 | ﹤0.01% | 4722 |
|
|
2024
Q3 | $1K | Buy |
199
+97
| +95% | +$487 | ﹤0.01% | 4601 |
|
|
2024
Q2 | $1K | Buy |
102
+93
| +1,033% | +$912 | ﹤0.01% | 4396 |
|
|
2024
Q1 | $0 | Buy |
+9
| New | – | ﹤0.01% | 4506 |
|