Carson Wealth (CWM LLC)’s Inventiva IVA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-100
Closed 4513
2023
Q4
$0 Hold
100
﹤0.01% 4317
2023
Q3
$0 Hold
100
﹤0.01% 4328
2023
Q2
$0 Hold
100
﹤0.01% 4301
2023
Q1
$0 Hold
100
﹤0.01% 4179
2022
Q4
$0 Hold
100
﹤0.01% 4093
2022
Q3
$0 Hold
100
﹤0.01% 4026
2022
Q2
$1K Hold
100
﹤0.01% 3549
2022
Q1
$1K Hold
100
﹤0.01% 3342
2021
Q4
$1K Buy
+100
New +$1K ﹤0.01% 3300