Lee Financial’s Invuity, Inc IVTY Stock Holding History

Lee Financial’s Portfolio IVTY Stock Details IVTY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-540	Closed	-$4K	–	500
2018 Q3	$4K	Sell	540 -5,478	-91%	-$26.3K	﹤0.01%	432
2018 Q2	$23K	Hold	6,018	–	–	0.01%	333
2018 Q1	$23K	Buy	6,018 +5,478	+1,014%	+$25K	0.01%	335
2017 Q4	$3K	Hold	540	–	–	﹤0.01%	448
2017 Q3	$5K	Hold	540	–	–	﹤0.01%	415
2017 Q2	$4K	Hold	540	–	–	﹤0.01%	424
2017 Q1	$4K	Hold	540	–	–	﹤0.01%	366
2016 Q4	$3K	Buy	+540	New	+$4.52K	﹤0.01%	393

Other funds holding IVTY

Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

Lee Financial's IVTY Position: Q4 2018 in Review

Lee Financial sold out of Invuity, Inc (IVTY) in Q4 2018, closing a stake of 540 shares — an estimated $4K sold.

Lee Financial first reported a position in IVTY in Q4 2016 and held it in 8 quarters. The position peaked at $23K in Q2 2018. 1 fund tracked by Wall St. Rank holds IVTY as of Q4 2018.

Lee Financial reported no remaining Invuity, Inc position as of Q4 2018 after selling out during the quarter.
Lee Financial sold 540 Invuity, Inc shares in Q4 2018, an estimated $4K.
Lee Financial first reported a position in Invuity, Inc in Q4 2016 and held it in 8 quarters.
Lee Financial's Invuity, Inc position peaked at $23K in Q2 2018.
1 fund tracked by Wall St. Rank held Invuity, Inc as of Q4 2018.

Based on Lee Financial's 13F filing for Q4 2018, filed 11 Feb 2019.