EverSource Wealth Advisors’s Innovex International, Inc. INVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.52K | Buy |
225
+67
| +42% | +$1.05K | ﹤0.01% | 3295 |
|
|
2025
Q1 | $2.84K | Buy |
158
+26
| +20% | +$467 | ﹤0.01% | 2756 |
|
|
2024
Q4 | $1.84K | Sell |
132
-1
| -0.8% | -$14 | ﹤0.01% | 2749 |
|
|
2024
Q3 | $1.95K | Buy |
133
+33
| +33% | +$484 | ﹤0.01% | 2561 |
|
|
2024
Q2 | $1.73K | Sell |
100
-170
| -63% | -$2.94K | ﹤0.01% | 2599 |
|
|
2024
Q1 | $4.91K | Buy |
270
+90
| +50% | +$1.64K | ﹤0.01% | 2063 |
|
|
2023
Q4 | $4.19K | Sell |
180
-336
| -65% | -$7.82K | ﹤0.01% | 1923 |
|
|
2023
Q3 | $14.5K | Sell |
516
-98
| -16% | -$2.76K | ﹤0.01% | 1251 |
|
|
2023
Q2 | $14.3K | Hold |
614
| – | – | ﹤0.01% | 1289 |
|
|
2023
Q1 | $17.6K | Sell |
614
-292
| -32% | -$8.38K | ﹤0.01% | 1126 |
|
|
2022
Q4 | $24.6K | Sell |
906
-333
| -27% | -$9.05K | ﹤0.01% | 1000 |
|
|
2022
Q3 | $24K | Hold |
1,239
| – | – | 0.01% | 850 |
|
|
2022
Q2 | $32K | Hold |
1,239
| – | – | 0.01% | 716 |
|
|
2022
Q1 | $46K | Sell |
1,239
-17
| -1% | -$631 | 0.01% | 484 |
|
|
2021
Q4 | $25K | Buy |
+1,256
| New | +$25K | 0.01% | 604 |
|