EverSource Wealth Advisors’s Identive INVE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,195
| Closed | -$18.5K | – | 2589 |
|
|
2023
Q2 | $18.5K | Hold |
2,195
| – | – | ﹤0.01% | 1186 |
|
|
2023
Q1 | $13.5K | Hold |
2,195
| – | – | ﹤0.01% | 1239 |
|
|
2022
Q4 | $15.9K | Hold |
2,195
| – | – | ﹤0.01% | 1142 |
|
|
2022
Q3 | $28K | Hold |
2,195
| – | – | 0.01% | 794 |
|
|
2022
Q2 | $25K | Hold |
2,195
| – | – | 0.01% | 773 |
|
|
2022
Q1 | $35K | Hold |
2,195
| – | – | 0.01% | 534 |
|
|
2021
Q4 | $62K | Buy |
+2,195
| New | +$62K | 0.02% | 386 |
|