Creative Planning’s Inovalon Holdings, Inc. Class A Common Stock INOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-32,596
| Closed | -$543K | – | 1937 |
|
|
2020
Q1 | $543K | Sell |
32,596
-22,620
| -41% | -$377K | ﹤0.01% | 894 |
|
|
2019
Q4 | $1.04M | Buy |
+55,216
| New | +$1.04M | ﹤0.01% | 770 |
|
|
2018
Q1 | – | Sell |
-10,116
| Closed | -$152K | – | 2016 |
|
|
2017
Q4 | $152K | Buy |
+10,116
| New | +$152K | ﹤0.01% | 1663 |
|
|
2017
Q3 | – | Sell |
-4,441
| Closed | -$58K | – | 3958 |
|
|
2017
Q2 | $58K | Buy |
4,441
+4,225
| +1,956% | +$55.2K | ﹤0.01% | 2395 |
|
|
2017
Q1 | $3K | Sell |
216
-300
| -58% | -$4.17K | ﹤0.01% | 4133 |
|
|
2016
Q4 | $5K | Buy |
516
+116
| +29% | +$1.12K | ﹤0.01% | 3911 |
|
|
2016
Q3 | $6K | Hold |
400
| – | – | ﹤0.01% | 3753 |
|
|
2016
Q2 | $7K | Hold |
400
| – | – | ﹤0.01% | 3426 |
|
|
2016
Q1 | $7K | Hold |
400
| – | – | ﹤0.01% | 3391 |
|
|
2015
Q4 | $7K | Hold |
400
| – | – | ﹤0.01% | 3482 |
|
|
2015
Q3 | $8K | Buy |
+400
| New | +$8K | ﹤0.01% | 3341 |
|
|
2015
Q2 | – | Sell |
-200
| Closed | -$6K | – | 3204 |
|
|
2015
Q1 | $6K | Buy |
+200
| New | +$6K | ﹤0.01% | 3420 |
|