Edge Wealth Management’s Intevac Inc IVAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-500
| Closed | -$2K | – | 628 |
|
|
2018
Q2 | $2K | Hold |
500
| – | – | ﹤0.01% | 531 |
|
|
2018
Q1 | $3K | Hold |
500
| – | – | ﹤0.01% | 495 |
|
|
2017
Q4 | $3K | Hold |
500
| – | – | ﹤0.01% | 470 |
|
|
2017
Q3 | $4K | Hold |
500
| – | – | ﹤0.01% | 457 |
|
|
2017
Q2 | $6K | Hold |
500
| – | – | ﹤0.01% | 414 |
|
|
2017
Q1 | $6K | Buy |
+500
| New | +$6K | ﹤0.01% | 396 |
|
|
2013
Q4 | – | Sell |
-18,002
| Closed | -$105K | – | 376 |
|
|
2013
Q3 | $105K | Sell |
18,002
-856
| -5% | -$4.99K | 0.06% | 96 |
|
|
2013
Q2 | $109K | Buy |
+18,858
| New | +$109K | 0.07% | 83 |
|