Glassman Wealth Services’s Invivyd IVVD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-200
| Closed | -$788 | – | 1000 |
|
|
2023
Q4 | $788 | Hold |
200
| – | – | ﹤0.01% | 1606 |
|
|
2023
Q3 | $340 | Hold |
200
| – | – | ﹤0.01% | 1809 |
|
|
2023
Q2 | $210 | Hold |
200
| – | – | ﹤0.01% | 1801 |
|
|
2023
Q1 | $240 | Hold |
200
| – | – | ﹤0.01% | 1756 |
|
|
2022
Q4 | $300 | Hold |
200
| – | – | ﹤0.01% | 1712 |
|
|
2022
Q3 | $1K | Hold |
200
| – | – | ﹤0.01% | 1436 |
|
|
2022
Q2 | $1K | Buy |
+200
| New | +$1K | ﹤0.01% | 1443 |
|