Fernwood Investment Management’s Innoviva INVA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-1,081
| Closed | -$16.5K | – | 427 |
|
2024
Q1 | $16.5K | Buy |
+1,081
| New | +$16.5K | ﹤0.01% | 477 |
|
2014
Q3 | – | Sell |
-7,362
| Closed | -$219K | – | 110 |
|
2014
Q2 | $219K | Sell |
7,362
-1,774
| -19% | -$52.8K | 0.18% | 103 |
|
2014
Q1 | $228K | Hold |
9,136
| – | – | 0.21% | 103 |
|
2013
Q4 | $262K | Buy |
+9,136
| New | +$262K | 0.17% | 120 |
|