Carson Wealth (CWM LLC)’s Innovex International, Inc. INVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33K | Buy |
2,130
+61
| +3% | +$945 | ﹤0.01% | 3598 |
|
|
2025
Q1 | $37K | Buy |
2,069
+620
| +43% | +$11.1K | ﹤0.01% | 3231 |
|
|
2024
Q4 | $20K | Buy |
1,449
+138
| +11% | +$1.91K | ﹤0.01% | 3452 |
|
|
2024
Q3 | $19K | Sell |
1,311
-1,385
| -51% | -$20.1K | ﹤0.01% | 3408 |
|
|
2024
Q2 | $50K | Buy |
2,696
+2,290
| +564% | +$42.5K | ﹤0.01% | 2482 |
|
|
2024
Q1 | $9K | Sell |
406
-20
| -5% | -$443 | ﹤0.01% | 3426 |
|
|
2023
Q4 | $10K | Sell |
426
-130
| -23% | -$3.05K | ﹤0.01% | 3209 |
|
|
2023
Q3 | $16K | Hold |
556
| – | – | ﹤0.01% | 2855 |
|
|
2023
Q2 | $13K | Buy |
556
+152
| +38% | +$3.55K | ﹤0.01% | 2946 |
|
|
2023
Q1 | $12K | Buy |
404
+5
| +1% | +$149 | ﹤0.01% | 2868 |
|
|
2022
Q4 | $11K | Buy |
399
+13
| +3% | +$358 | ﹤0.01% | 2768 |
|
|
2022
Q3 | $8K | Sell |
386
-39
| -9% | -$808 | ﹤0.01% | 2860 |
|
|
2022
Q2 | $11K | Sell |
425
-85
| -17% | -$2.2K | ﹤0.01% | 2540 |
|
|
2022
Q1 | $19K | Hold |
510
| – | – | ﹤0.01% | 2118 |
|
|
2021
Q4 | $10K | Buy |
+510
| New | +$10K | ﹤0.01% | 2368 |
|
|
2021
Q2 | $3K | Hold |
101
| – | – | ﹤0.01% | 2557 |
|
|
2021
Q1 | $3K | Hold |
101
| – | – | ﹤0.01% | 2557 |
|
|
2020
Q4 | $3K | Hold |
101
| – | – | ﹤0.01% | 2557 |
|
|
2020
Q3 | $3K | Hold |
101
| – | – | ﹤0.01% | 2557 |
|
|
2020
Q2 | $3K | Hold |
101
| – | – | ﹤0.01% | 2557 |
|
|
2020
Q1 | $3K | Hold |
101
| – | – | ﹤0.01% | 2557 |
|
|
2019
Q4 | $3K | Hold |
101
| – | – | ﹤0.01% | 2557 |
|
|
2019
Q3 | $3K | Hold |
101
| – | – | ﹤0.01% | 2557 |
|
|
2019
Q2 | $3K | Hold |
101
| – | – | ﹤0.01% | 2557 |
|
|
2019
Q1 | $3K | Buy |
+101
| New | +$3K | ﹤0.01% | 2557 |
|
|
2016
Q4 | – | Sell |
-80
| Closed | -$4K | – | 1198 |
|
|
2016
Q3 | $4K | Buy |
+80
| New | +$4K | ﹤0.01% | 855 |
|