Nisa Investment Advisors’s Invivyd IVVD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $922 | Buy |
1,289
+789
| +158% | +$564 | ﹤0.01% | 2753 |
|
2025
Q1 | $303 | Sell |
500
-1,034
| -67% | -$627 | ﹤0.01% | 2871 |
|
2024
Q4 | $680 | Buy |
1,534
+1,278
| +499% | +$567 | ﹤0.01% | 2760 |
|
2024
Q3 | $261 | Buy |
+256
| New | +$261 | ﹤0.01% | 2819 |
|
2024
Q2 | – | Sell |
-6
| Closed | -$27 | – | 2954 |
|
2024
Q1 | $27 | Hold |
6
| – | – | ﹤0.01% | 2768 |
|
2023
Q4 | $24 | Hold |
6
| – | – | ﹤0.01% | 2637 |
|
2023
Q3 | $10 | Hold |
6
| – | – | ﹤0.01% | 2768 |
|
2023
Q2 | $6 | Buy |
+6
| New | +$6 | ﹤0.01% | 2799 |
|
2022
Q4 | – | Sell |
-19,992
| Closed | -$75K | – | 2640 |
|
2022
Q3 | $75K | Buy |
+19,992
| New | +$75K | ﹤0.01% | 1601 |
|