Summit Financial Strategies’s Iveda Solutions IVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,000
| Closed | -$49.4K | – | 153 |
|
|
2024
Q4 | $49.4K | Hold |
10,000
| – | – | 0.01% | 145 |
|
|
2024
Q3 | $16.7K | Buy |
10,000
+8,750
| +700% | +$14.6K | ﹤0.01% | 149 |
|
|
2024
Q2 | $5.08K | Hold |
1,250
| – | – | ﹤0.01% | 147 |
|
|
2024
Q1 | $8.99K | Hold |
1,250
| – | – | ﹤0.01% | 150 |
|
|
2023
Q4 | $6.34K | Hold |
1,250
| – | – | ﹤0.01% | 142 |
|
|
2023
Q3 | $8.57K | Hold |
1,250
| – | – | ﹤0.01% | 128 |
|
|
2023
Q2 | $10.9K | Hold |
1,250
| – | – | ﹤0.01% | 126 |
|
|
2023
Q1 | $13.3K | Hold |
1,250
| – | – | ﹤0.01% | 124 |
|
|
2022
Q4 | $5.55K | Hold |
1,250
| – | – | ﹤0.01% | 122 |
|
|
2022
Q3 | $7K | Hold |
1,250
| – | – | ﹤0.01% | 118 |
|
|
2022
Q2 | $13K | Buy |
+1,250
| New | +$13K | ﹤0.01% | 119 |
|