HM Payson & Co’s Invivyd IVVD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-396
| Closed | -$594 | – | 1031 |
|
|
2022
Q4 | $594 | Hold |
396
| – | – | ﹤0.01% | 895 |
|
|
2022
Q3 | $1K | Hold |
396
| – | – | ﹤0.01% | 949 |
|
|
2022
Q2 | $1K | Buy |
396
+300
| +313% | +$758 | ﹤0.01% | 998 |
|
|
2022
Q1 | $0 | Hold |
96
| – | – | ﹤0.01% | 1098 |
|
|
2021
Q4 | $1K | Buy |
+96
| New | +$1K | ﹤0.01% | 1044 |
|