Steward Partners Investment Advisory’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 | $3.37K | Buy |
+216
| New | +$3.37K | ﹤0.01% | 3597 |
|
|
2024
Q4 | – | Sell |
-180
| Closed | -$2.64K | – | 4123 |
|
|
2024
Q3 | $2.64K | Buy |
+180
| New | +$2.64K | ﹤0.01% | 3381 |
|
|
2023
Q4 | – | Sell |
-558
| Closed | -$15.7K | – | 3592 |
|
|
2023
Q3 | $15.7K | Sell |
558
-6,299
| -92% | -$177K | ﹤0.01% | 2422 |
|
|
2023
Q2 | $160K | Buy |
6,857
+133
| +2% | +$3.1K | ﹤0.01% | 1379 |
|
|
2023
Q1 | $193K | Buy |
6,724
+2,401
| +56% | +$68.9K | ﹤0.01% | 1306 |
|
|
2022
Q4 | $117K | Buy |
4,323
+2,786
| +181% | +$75.7K | ﹤0.01% | 1486 |
|
|
2022
Q3 | $30K | Hold |
1,537
| – | – | ﹤0.01% | 2034 |
|
|
2022
Q2 | $40K | Hold |
1,537
| – | – | ﹤0.01% | 1919 |
|
|
2022
Q1 | $57K | Buy |
1,537
+769
| +100% | +$28.5K | ﹤0.01% | 1851 |
|
|
2021
Q4 | $15K | Sell |
768
-576
| -43% | -$11.3K | ﹤0.01% | 2456 |
|
|
2021
Q3 | $34K | Hold |
1,344
| – | – | ﹤0.01% | 2072 |
|
|
2021
Q2 | $45K | Hold |
1,344
| – | – | ﹤0.01% | 3591 |
|
|
2021
Q1 | $44.7K | Hold |
1,344
| – | – | ﹤0.01% | 2044 |
|
|
2020
Q4 | $40K | Hold |
1,344
| – | – | ﹤0.01% | 1773 |
|
|
2020
Q3 | $33K | Buy |
1,344
+1,003
| +294% | +$24.6K | ﹤0.01% | 1689 |
|
|
2020
Q2 | $10K | Hold |
341
| – | – | ﹤0.01% | 2056 |
|
|
2020
Q1 | $10K | Buy |
341
+160
| +88% | +$4.69K | ﹤0.01% | 1879 |
|
|
2019
Q4 | $8K | Hold |
181
| – | – | ﹤0.01% | 2116 |
|
|
2019
Q3 | $9K | Buy |
181
+69
| +62% | +$3.43K | ﹤0.01% | 2064 |
|
|
2019
Q2 | $5K | Buy |
+112
| New | +$5K | ﹤0.01% | 2244 |
|