IWA
IVC Wealth Advisors’s Cassava Sciences SAVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-12,673
| Closed | -$373K | – | 164 |
|
|
2024
Q3 | $373K | Sell |
12,673
-700
| -5% | -$20.6K | 0.2% | 99 |
|
|
2024
Q2 | $165K | Hold |
13,373
| – | – | 0.09% | 162 |
|
|
2024
Q1 | $271K | Hold |
13,373
| – | – | 0.16% | 134 |
|
|
2023
Q4 | $301K | Sell |
13,373
-2,925
| -18% | -$65.8K | 0.19% | 110 |
|
|
2023
Q3 | $271K | Hold |
16,298
| – | – | 0.18% | 115 |
|
|
2023
Q2 | $400K | Buy |
16,298
+2,600
| +19% | +$63.8K | 0.25% | 95 |
|
|
2023
Q1 | $330K | Sell |
13,698
-1,600
| -10% | -$38.6K | 0.23% | 100 |
|
|
2022
Q4 | $452K | Buy |
15,298
+483
| +3% | +$14.3K | 0.33% | 75 |
|
|
2022
Q3 | $620K | Buy |
14,815
+400
| +3% | +$16.7K | 0.5% | 59 |
|
|
2022
Q2 | $405K | Buy |
14,415
+125
| +0.9% | +$3.51K | 0.31% | 78 |
|
|
2022
Q1 | $531K | Buy |
14,290
+1,715
| +14% | +$63.7K | 0.35% | 67 |
|
|
2021
Q4 | $550K | Buy |
12,575
+2,700
| +27% | +$118K | 0.35% | 73 |
|
|
2021
Q3 | $613K | Sell |
9,875
-20
| -0.2% | -$1.24K | 0.42% | 61 |
|
|
2021
Q2 | $845K | Buy |
9,895
+3,025
| +44% | +$258K | 0.59% | 47 |
|
|
2021
Q1 | $309K | Buy |
+6,870
| New | +$309K | 0.24% | 95 |
|