MSH Capital Advisors’s INNOVATE Corp VATE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $87.3K | Hold |
16,943
| – | – | 0.03% | 241 |
|
|
2025
Q1 | $133K | Buy |
16,943
+2,088
| +14% | +$16.3K | 0.04% | 230 |
|
|
2024
Q4 | $73.4K | Hold |
14,855
| – | – | 0.02% | 226 |
|
|
2024
Q3 | $55K | Buy |
14,855
+1
| +0% | +$4 | 0.02% | 227 |
|
|
2024
Q2 | $89.8K | Hold |
14,854
| – | – | 0.03% | 221 |
|
|
2024
Q1 | $104K | Buy |
14,854
+3,654
| +33% | +$25.6K | 0.04% | 213 |
|
|
2023
Q4 | $138K | Hold |
11,200
| – | – | 0.05% | 209 |
|
|
2023
Q3 | $181K | Hold |
11,200
| – | – | 0.07% | 209 |
|
|
2023
Q2 | $196K | Hold |
11,200
| – | – | 0.07% | 210 |
|
|
2023
Q1 | $333K | Buy |
11,200
+3,654
| +48% | +$109K | 0.14% | 149 |
|
|
2022
Q4 | $141K | Hold |
7,546
| – | – | 0.06% | 192 |
|
|
2022
Q3 | $52.8K | Hold |
7,546
| – | – | 0.03% | 188 |
|
|
2022
Q2 | $131K | Hold |
7,546
| – | – | 0.06% | 189 |
|
|
2022
Q1 | $278K | Buy |
+7,546
| New | +$278K | 0.11% | 163 |
|