Creative Planning’s Innoviva INVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Buy |
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|
2025
Q1 | $498K | Sell |
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|
2024
Q4 | $495K | Buy |
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|
2024
Q3 | $517K | Buy |
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|
2024
Q2 | $363K | Buy |
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|
2024
Q1 | $293K | Buy |
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|
2023
Q4 | $304K | Buy |
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|
2023
Q3 | $228K | Buy |
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|
2023
Q2 | $205K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $489K | Sell |
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|
2018
Q4 | $637K | Sell |
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|
2018
Q3 | $660K | Hold |
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|
2018
Q2 | $597K | Buy |
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|
2018
Q1 | $607K | Buy |
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|
2017
Q4 | $216K | Hold |
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|
2017
Q3 | $215K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $5K | Hold |
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|
2016
Q3 | $5K | Hold |
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|
2016
Q2 | $5K | Hold |
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|
2016
Q1 | $6K | Sell |
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|
2015
Q4 | $32K | Hold |
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|
2015
Q3 | $22K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $79K | Hold |
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|
2014
Q4 | $71K | Buy |
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|
2014
Q3 | $7K | Buy |
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