Insight Wealth Strategies’s Intevac Inc IVAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-20,000
| Closed | -$97K | – | 158 |
|
|
2022
Q3 | $97K | Hold |
20,000
| – | – | 0.02% | 140 |
|
|
2022
Q2 | $97K | Hold |
20,000
| – | – | 0.02% | 140 |
|
|
2022
Q1 | $107K | Hold |
20,000
| – | – | 0.02% | 154 |
|
|
2021
Q4 | $94K | Sell |
20,000
-5,000
| -20% | -$23.5K | 0.01% | 151 |
|
|
2021
Q3 | $120K | Buy |
+25,000
| New | +$120K | 0.02% | 186 |
|
|
2021
Q2 | – | Sell |
-15,000
| Closed | -$107K | – | 240 |
|
|
2021
Q1 | $107K | Hold |
15,000
| – | – | 0.01% | 220 |
|
|
2020
Q4 | $108K | Sell |
15,000
-10,000
| -40% | -$72K | 0.02% | 220 |
|
|
2020
Q3 | $138K | Hold |
25,000
| – | – | 0.03% | 199 |
|
|
2020
Q2 | $137K | Hold |
25,000
| – | – | 0.03% | 168 |
|
|
2020
Q1 | $102K | Hold |
25,000
| – | – | 0.03% | 149 |
|
|
2019
Q4 | $177K | Hold |
25,000
| – | – | 0.04% | 195 |
|
|
2019
Q3 | $131K | Hold |
25,000
| – | – | 0.03% | 185 |
|
|
2019
Q2 | $121K | Buy |
+25,000
| New | +$121K | 0.03% | 158 |
|