Gleason Group’s InnovAge Holding INNV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,000
| Closed | -$30K | – | 229 |
|
|
2023
Q3 | $30K | Hold |
5,000
| – | – | 0.01% | 135 |
|
|
2023
Q2 | $37.5K | Hold |
5,000
| – | – | 0.01% | 126 |
|
|
2023
Q1 | $39.9K | Hold |
5,000
| – | – | 0.01% | 124 |
|
|
2022
Q4 | $35.9K | Hold |
5,000
| – | – | 0.01% | 126 |
|
|
2022
Q3 | $29K | Hold |
5,000
| – | – | 0.01% | 133 |
|
|
2022
Q2 | $22K | Hold |
5,000
| – | – | 0.01% | 142 |
|
|
2022
Q1 | $32K | Buy |
5,000
+4,000
| +400% | +$25.6K | 0.01% | 133 |
|
|
2021
Q4 | $5K | Hold |
1,000
| – | – | ﹤0.01% | 177 |
|
|
2021
Q3 | $7K | Buy |
+1,000
| New | +$7K | ﹤0.01% | 172 |
|