Independent Solutions Wealth Management’s Invitation Homes INVH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-15,008
| Closed | -$507K | – | 220 |
|
|
2022
Q3 | $507K | Sell |
15,008
-544
| -3% | -$18.4K | 0.17% | 114 |
|
|
2022
Q2 | $553K | Sell |
15,552
-3,489
| -18% | -$124K | 0.17% | 110 |
|
|
2022
Q1 | $765K | Sell |
19,041
-253
| -1% | -$10.2K | 0.18% | 100 |
|
|
2021
Q4 | $875K | Hold |
19,294
| – | – | 0.21% | 98 |
|
|
2021
Q3 | $740K | Buy |
19,294
+1,679
| +10% | +$64.4K | 0.18% | 106 |
|
|
2021
Q2 | $657K | Buy |
17,615
+7,556
| +75% | +$282K | 0.16% | 119 |
|
|
2021
Q1 | $322K | Buy |
10,059
+2,096
| +26% | +$67.1K | 0.09% | 147 |
|
|
2020
Q4 | $237K | Buy |
+7,963
| New | +$237K | 0.07% | 170 |
|