NewEdge Wealth’s Innovex International, Inc. INVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $505K | Buy |
+31,628
| New | +$505K | 0.01% | 710 |
|
|
2023
Q3 | – | Sell |
-25,641
| Closed | -$597K | – | 679 |
|
|
2023
Q2 | $597K | Sell |
25,641
-128
| -0.5% | -$2.98K | 0.02% | 434 |
|
|
2023
Q1 | $739K | Buy |
25,769
+1,968
| +8% | +$56.5K | 0.03% | 359 |
|
|
2022
Q4 | $647K | Sell |
23,801
-1,969
| -8% | -$53.5K | 0.03% | 337 |
|
|
2022
Q3 | $503K | Buy |
25,770
+1,896
| +8% | +$37K | 0.02% | 356 |
|
|
2022
Q2 | $616K | Buy |
23,874
+8,172
| +52% | +$211K | 0.03% | 358 |
|
|
2022
Q1 | $586K | Sell |
15,702
-29
| -0.2% | -$1.08K | 0.03% | 280 |
|
|
2021
Q4 | $310K | Sell |
15,731
-24
| -0.2% | -$473 | 0.01% | 339 |
|
|
2021
Q3 | $397K | Buy |
15,755
+83
| +0.5% | +$2.09K | 0.02% | 228 |
|
|
2021
Q2 | $530K | Buy |
15,672
+1,545
| +11% | +$52.2K | 0.04% | 212 |
|
|
2021
Q1 | $469K | Buy |
14,127
+5,158
| +58% | +$171K | 0.05% | 227 |
|
|
2020
Q4 | $266K | Buy |
+8,969
| New | +$266K | 0.08% | 131 |
|