Cerity Partners’s Innoviva INVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-13,165
| Closed | -$163K | – | 721 |
|
|
2020
Q4 | $163K | Buy |
+13,165
| New | +$163K | 0.01% | 613 |
|
|
2019
Q1 | – | Sell |
-15,444
| Closed | -$269K | – | 546 |
|
|
2018
Q4 | $269K | Sell |
15,444
-378
| -2% | -$6.58K | 0.02% | 426 |
|
|
2018
Q3 | $241K | Buy |
15,822
+2,328
| +17% | +$35.5K | 0.02% | 473 |
|
|
2018
Q2 | $186K | Buy |
+13,494
| New | +$186K | 0.01% | 517 |
|