Commonwealth Equity Services
IVA

Commonwealth Equity Services’s Inventiva IVA Stock Holding History

Commonwealth Equity Services’s Portfolio IVA Stock Details IVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$430K Hold
77,561
– – ﹤0.01% 3339
2025
Q4 		$361K Buy
77,561
+12,704
+20% +$59K ﹤0.01% 3494
2025
Q3 		$376K Buy
64,857
+10,540
+19% +$45.9K ﹤0.01% 3426
2025
Q2 		$173K Sell
54,317
-169
-0.3% -$572 ﹤0.01% 3952
2025
Q1 		$160K Buy
54,486
+12,487
+30% +$32.8K ﹤0.01% 3899
2024
Q4 		$90K Buy
41,999
+2,264
+6% +$5.57K ﹤0.01% 3925
2024
Q3 		$74K Buy
39,735
+420
+1% +$983 ﹤0.01% 3902
2024
Q2 		$118K Buy
39,315
+300
+0.8% +$1.02K ﹤0.01% 3781
2024
Q1 		$141K Buy
39,015
+2,750
+8% +$10.6K ﹤0.01% 3725
2023
Q4 		$164K Buy
36,265
+11,830
+48% +$48.2K ﹤0.01% 3582
2023
Q3 		$103K Buy
24,435
+4,155
+20% +$16.1K ﹤0.01% 3566
2023
Q2 		$82K Buy
20,280
+6,156
+44% +$20.4K ﹤0.01% 3601
2023
Q1 		$51 Buy
+14,124
New +$74.7K ﹤0.01% 3581

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PBA
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TECP
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SCP
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ACM
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PCH
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