J.P. Morgan Private Wealth Advisors’s Innovex International, Inc. INVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-7,244
| Closed | -$208K | – | 1942 |
|
|
2023
Q1 | $208K | Buy |
+7,244
| New | +$208K | ﹤0.01% | 1815 |
|
|
2020
Q3 | – | Sell |
-7,785
| Closed | -$232K | – | 1630 |
|
|
2020
Q2 | $232K | Buy |
7,785
+581
| +8% | +$17.3K | ﹤0.01% | 1409 |
|
|
2020
Q1 | $220K | Buy |
+7,204
| New | +$220K | ﹤0.01% | 1260 |
|
|
2019
Q3 | – | Sell |
-10,982
| Closed | -$527K | – | 1485 |
|
|
2019
Q2 | $527K | Buy |
10,982
+866
| +9% | +$41.6K | ﹤0.01% | 961 |
|
|
2019
Q1 | $464K | Buy |
10,116
+812
| +9% | +$37.2K | ﹤0.01% | 1066 |
|
|
2018
Q4 | $279K | Sell |
9,304
-1,049
| -10% | -$31.5K | ﹤0.01% | 1206 |
|
|
2018
Q3 | $540K | Sell |
10,353
-65
| -0.6% | -$3.39K | ﹤0.01% | 1040 |
|
|
2018
Q2 | $535K | Sell |
10,418
-1,021
| -9% | -$52.4K | ﹤0.01% | 987 |
|
|
2018
Q1 | $512K | Buy |
11,439
+1,077
| +10% | +$48.2K | ﹤0.01% | 861 |
|
|
2017
Q4 | $494K | Sell |
10,362
-1,720
| -14% | -$82K | ﹤0.01% | 872 |
|
|
2017
Q3 | $533K | Sell |
12,082
-1,785
| -13% | -$78.7K | ﹤0.01% | 816 |
|
|
2017
Q2 | $677K | Sell |
13,867
-1,129
| -8% | -$55.1K | 0.01% | 728 |
|
|
2017
Q1 | $818K | Buy |
14,996
+4,033
| +37% | +$220K | 0.01% | 695 |
|
|
2016
Q4 | $658K | Buy |
10,963
+2,726
| +33% | +$164K | 0.01% | 713 |
|
|
2016
Q3 | $459K | Buy |
8,237
+443
| +6% | +$24.7K | ﹤0.01% | 818 |
|
|
2016
Q2 | $455K | Sell |
7,794
-7,435
| -49% | -$434K | ﹤0.01% | 812 |
|
|
2016
Q1 | $922K | Buy |
15,229
+6,515
| +75% | +$394K | 0.01% | 578 |
|
|
2015
Q4 | $516K | Buy |
8,714
+1,197
| +16% | +$70.9K | 0.01% | 685 |
|
|
2015
Q3 | $438K | Sell |
7,517
-13
| -0.2% | -$757 | 0.01% | 662 |
|
|
2015
Q2 | $567K | Buy |
7,530
+12
| +0.2% | +$904 | 0.01% | 631 |
|
|
2015
Q1 | $514K | Sell |
7,518
-724
| -9% | -$49.5K | 0.01% | 715 |
|
|
2014
Q4 | $632K | Buy |
8,242
+33
| +0.4% | +$2.53K | 0.01% | 641 |
|
|
2014
Q3 | $734K | Buy |
+8,209
| New | +$734K | 0.01% | 595 |
|