IWMPD
INVX

Integrated Wealth Management (Palm Desert)’s INNOVEX INC INVX Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio INVX Stock Details INVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-204
Closed – – 1407
2016
Q2 		$0 Buy
+204
New – ﹤0.01% 1456

Integrated Wealth Management (Palm Desert)'s INVX Position: Q3 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of INNOVEX INC (INVX) in Q3 2016, closing a stake of 204 shares.

Integrated Wealth Management (Palm Desert) first reported a position in INVX in Q2 2016 and held it in 1 quarter. The position peaked at $0 in Q2 2016. 1 fund tracked by Wall St. Rank holds INVX as of Q3 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining INNOVEX INC position as of Q3 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 204 INNOVEX INC shares in Q3 2016.
  • Integrated Wealth Management (Palm Desert) first reported a position in INNOVEX INC in Q2 2016 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s INNOVEX INC position peaked at $0 in Q2 2016.
  • 1 fund tracked by Wall St. Rank held INNOVEX INC as of Q3 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q3 2016, filed 21 Oct 2016.