Commonwealth Equity Services’s Inventiva IVA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $173K | Sell |
54,317
-169
| -0.3% | -$538 | ﹤0.01% | 3952 |
|
2025
Q1 | $160K | Buy |
54,486
+12,487
| +30% | +$36.7K | ﹤0.01% | 3899 |
|
2024
Q4 | $90K | Buy |
41,999
+2,264
| +6% | +$4.85K | ﹤0.01% | 3925 |
|
2024
Q3 | $74K | Buy |
39,735
+420
| +1% | +$782 | ﹤0.01% | 3902 |
|
2024
Q2 | $118K | Buy |
39,315
+300
| +0.8% | +$900 | ﹤0.01% | 3781 |
|
2024
Q1 | $141K | Buy |
39,015
+2,750
| +8% | +$9.94K | ﹤0.01% | 3725 |
|
2023
Q4 | $164K | Buy |
36,265
+11,830
| +48% | +$53.5K | ﹤0.01% | 3582 |
|
2023
Q3 | $103K | Buy |
24,435
+4,155
| +20% | +$17.5K | ﹤0.01% | 3566 |
|
2023
Q2 | $82K | Buy |
20,280
+6,156
| +44% | +$24.9K | ﹤0.01% | 3601 |
|
2023
Q1 | $51 | Buy |
+14,124
| New | +$51 | ﹤0.01% | 3581 |
|