Carson Wealth (CWM LLC)’s Intevac Inc IVAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-700
| Closed | -$2K | – | 5251 |
|
|
2024
Q4 | $2K | Hold |
700
| – | – | ﹤0.01% | 4634 |
|
|
2024
Q3 | $2K | Sell |
700
-175
| -20% | -$500 | ﹤0.01% | 4491 |
|
|
2024
Q2 | $3K | Buy |
875
+139
| +19% | +$477 | ﹤0.01% | 4140 |
|
|
2024
Q1 | $3K | Buy |
736
+4
| +0.5% | +$16 | ﹤0.01% | 3906 |
|
|
2023
Q4 | $3K | Hold |
732
| – | – | ﹤0.01% | 3758 |
|
|
2023
Q3 | $2K | Buy |
+732
| New | +$2K | ﹤0.01% | 3881 |
|