Charles Schwab’s Invivyd IVVD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $113K | Hold |
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|
2024
Q4 | $82.7K | Sell |
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|
2024
Q3 | $215K | Sell |
|
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|
2024
Q2 | $550K | Buy |
|
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|
2024
Q1 | $1.38M | Buy |
|
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|
2023
Q4 | $1.2M | Buy |
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|
2023
Q3 | $455K | Sell |
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|
2023
Q2 | $294K | Sell |
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|
2023
Q1 | $476K | Sell |
|
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|
2022
Q4 | $601K | Buy |
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|
2022
Q3 | $1.23M | Buy |
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|
2022
Q2 | $679K | Sell |
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|
2022
Q1 | $953K | Buy |
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|
2021
Q4 | $1M | Buy |
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|
2021
Q3 | $5.66M | Buy |
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