CWA
INVE icon

CM Wealth Advisors’s Identive INVE Stock Holding History

CM Wealth Advisors’s Portfolio INVE Stock Details INVE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-22,167
Closed -$122K – 298
2023
Q1 		$122K Buy
+22,167
New +$122K 0.02% 392