Creative Planning’s Innovex International, Inc. INVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $294K | Buy |
18,829
+299
| +2% | +$4.67K | ﹤0.01% | 2904 |
|
|
2025
Q1 | $333K | Buy |
18,530
+4,971
| +37% | +$89.3K | ﹤0.01% | 2648 |
|
|
2024
Q4 | $189K | Sell |
13,559
-14,164
| -51% | -$198K | ﹤0.01% | 2978 |
|
|
2024
Q3 | $407K | Buy |
27,723
+11,170
| +67% | +$164K | ﹤0.01% | 2283 |
|
|
2024
Q2 | $308K | Buy |
+16,553
| New | +$308K | ﹤0.01% | 2314 |
|
|
2017
Q3 | – | Sell |
-61
| Closed | -$3K | – | 3676 |
|
|
2017
Q2 | $3K | Buy |
+61
| New | +$3K | ﹤0.01% | 4138 |
|
|
2017
Q1 | – | Sell |
-55
| Closed | -$3K | – | 4709 |
|
|
2016
Q4 | $3K | Sell |
55
-3
| -5% | -$164 | ﹤0.01% | 4084 |
|
|
2016
Q3 | $3K | Buy |
58
+33
| +132% | +$1.71K | ﹤0.01% | 4019 |
|
|
2016
Q2 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 4090 |
|
|
2016
Q1 | – | Sell |
-50
| Closed | -$3K | – | 4406 |
|
|
2015
Q4 | $3K | Sell |
50
-13
| -21% | -$780 | ﹤0.01% | 3854 |
|
|
2015
Q3 | $4K | Buy |
+63
| New | +$4K | ﹤0.01% | 3678 |
|
|
2015
Q2 | – | Sell |
-50
| Closed | -$3K | – | 2955 |
|
|
2015
Q1 | $3K | Hold |
50
| – | – | ﹤0.01% | 3686 |
|
|
2014
Q4 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 3545 |
|
|
2014
Q3 | – | Sell |
-56
| Closed | -$6K | – | 4016 |
|
|
2014
Q2 | $6K | Buy |
+56
| New | +$6K | ﹤0.01% | 3063 |
|
|
2013
Q4 | – | Sell |
-90
| Closed | -$10K | – | 3496 |
|
|
2013
Q3 | $10K | Buy |
+90
| New | +$10K | ﹤0.01% | 2477 |
|