IFP Advisors’s Innovex International, Inc. INVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11
| Closed | -$198 | – | 4188 |
|
|
2025
Q1 | $198 | Hold |
11
| – | – | ﹤0.01% | 3675 |
|
|
2024
Q4 | $154 | Buy |
+11
| New | +$154 | ﹤0.01% | 3862 |
|
|
2024
Q1 | – | Sell |
-49
| Closed | -$1.14K | – | 3261 |
|
|
2023
Q4 | $1.14K | Hold |
49
| – | – | ﹤0.01% | 2791 |
|
|
2023
Q3 | $1.38K | Hold |
49
| – | – | ﹤0.01% | 2929 |
|
|
2023
Q2 | $1.14K | Hold |
49
| – | – | ﹤0.01% | 3053 |
|
|
2023
Q1 | $3.41K | Sell |
49
-592
| -92% | -$41.2K | ﹤0.01% | 2714 |
|
|
2022
Q4 | $45K | Hold |
641
| – | – | ﹤0.01% | 2321 |
|
|
2022
Q3 | $45K | Buy |
641
+3
| +0.5% | +$211 | ﹤0.01% | 2454 |
|
|
2022
Q2 | $45K | Hold |
638
| – | – | ﹤0.01% | 2241 |
|
|
2022
Q1 | $45K | Buy |
638
+589
| +1,202% | +$41.5K | ﹤0.01% | 2241 |
|
|
2021
Q4 | $1K | Hold |
49
| – | – | ﹤0.01% | 3104 |
|
|
2021
Q3 | $1K | Hold |
49
| – | – | ﹤0.01% | 3100 |
|
|
2021
Q2 | $2K | Hold |
49
| – | – | ﹤0.01% | 2774 |
|
|
2021
Q1 | $2K | Sell |
49
-985
| -95% | -$40.2K | ﹤0.01% | 2699 |
|
|
2020
Q4 | $28K | Hold |
1,034
| – | – | ﹤0.01% | 1673 |
|
|
2020
Q3 | $25K | Hold |
1,034
| – | – | ﹤0.01% | 1568 |
|
|
2020
Q2 | $28K | Sell |
1,034
-7
| -0.7% | -$190 | ﹤0.01% | 1454 |
|
|
2020
Q1 | $29K | Hold |
1,041
| – | – | ﹤0.01% | 1349 |
|
|
2019
Q4 | $47K | Buy |
1,041
+12
| +1% | +$542 | ﹤0.01% | 1290 |
|
|
2019
Q3 | $53K | Buy |
+1,029
| New | +$53K | ﹤0.01% | 1347 |
|
|
2019
Q1 | – | Sell |
-808
| Closed | -$24K | – | 3490 |
|
|
2018
Q4 | $24K | Sell |
808
-29
| -3% | -$861 | ﹤0.01% | 2006 |
|
|
2018
Q3 | $44K | Hold |
837
| – | – | ﹤0.01% | 1955 |
|
|
2018
Q2 | $43K | Sell |
837
-144
| -15% | -$7.4K | ﹤0.01% | 2000 |
|
|
2018
Q1 | $47K | Hold |
981
| – | – | ﹤0.01% | 1858 |
|
|
2017
Q4 | $47K | Sell |
981
-4
| -0.4% | -$192 | ﹤0.01% | 1854 |
|
|
2017
Q3 | $43K | Sell |
985
-536
| -35% | -$23.4K | ﹤0.01% | 2067 |
|
|
2017
Q2 | $74K | Buy |
1,521
+15
| +1% | +$730 | ﹤0.01% | 1696 |
|
|
2017
Q1 | $82K | Buy |
1,506
+602
| +67% | +$32.8K | ﹤0.01% | 1627 |
|
|
2016
Q4 | $54K | Buy |
904
+712
| +371% | +$42.5K | ﹤0.01% | 1831 |
|
|
2016
Q3 | $11K | Buy |
192
+77
| +67% | +$4.41K | ﹤0.01% | 2770 |
|
|
2016
Q2 | $7K | Buy |
+115
| New | +$7K | ﹤0.01% | 2958 |
|
|
2016
Q1 | – | Sell |
-115
| Closed | -$7K | – | 3512 |
|
|
2015
Q4 | $7K | Buy |
+115
| New | +$7K | ﹤0.01% | 2779 |
|