Charles Schwab’s InnovAge Holding INNV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $608K | Buy |
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|
2025
Q1 | $490K | Buy |
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|
2024
Q4 | $628K | Sell |
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|
2024
Q3 | $993K | Buy |
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|
2024
Q2 | $791K | Buy |
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|
2024
Q1 | $704K | Buy |
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|
2023
Q4 | $829K | Sell |
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|
2023
Q3 | $894K | Buy |
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|
2023
Q2 | $1.06M | Sell |
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|
2023
Q1 | $1.13M | Buy |
|
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|
2022
Q4 | $1.02M | Buy |
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|
2022
Q3 | $828K | Buy |
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|
2022
Q2 | $578K | Buy |
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|
2022
Q1 | $789K | Sell |
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|
2021
Q4 | $883K | Buy |
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|
2021
Q3 | $824K | Buy |
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|
2021
Q2 | $2.63M | Buy |
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