PWM
INVX

Partnership Wealth Management’s Innovex International, Inc. INVX Stock Holding History

Partnership Wealth Management’s Portfolio INVX Stock Details INVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-21,381
Closed -$398K – 220
2024
Q2 		$398K Buy
21,381
+1,360
+7% +$25.3K 0.29% 62
2024
Q1 		$451K Buy
20,021
+168
+0.8% +$3.79K 0.32% 67
2023
Q4 		$398K Buy
+19,853
New +$398K 0.3% 68