TWA
TCI Wealth Advisors’s Innoviva INVA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-630
| Closed | -$8.35K | – | 2577 |
|
2022
Q4 | $8.35K | Buy |
630
+359
| +132% | +$4.76K | ﹤0.01% | 1198 |
|
2022
Q3 | $3K | Sell |
271
-2
| -0.7% | -$22 | ﹤0.01% | 1781 |
|
2022
Q2 | $4K | Hold |
273
| – | – | ﹤0.01% | 1635 |
|
2022
Q1 | $5K | Hold |
273
| – | – | ﹤0.01% | 1554 |
|
2021
Q4 | $5K | Hold |
273
| – | – | ﹤0.01% | 1665 |
|
2021
Q3 | $5K | Buy |
273
+35
| +15% | +$641 | ﹤0.01% | 1587 |
|
2021
Q2 | $3K | Buy |
+238
| New | +$3K | ﹤0.01% | 1751 |
|
2019
Q3 | – | Sell |
-51
| Closed | -$1K | – | 1549 |
|
2019
Q2 | $1K | Sell |
51
-53
| -51% | -$1.04K | ﹤0.01% | 1213 |
|
2019
Q1 | $1K | Hold |
104
| – | – | ﹤0.01% | 1230 |
|
2018
Q4 | $2K | Hold |
104
| – | – | ﹤0.01% | 995 |
|
2018
Q3 | $2K | Hold |
104
| – | – | ﹤0.01% | 1028 |
|
2018
Q2 | $1K | Hold |
104
| – | – | ﹤0.01% | 1308 |
|
2018
Q1 | $2K | Buy |
104
+53
| +104% | +$1.02K | ﹤0.01% | 972 |
|
2017
Q4 | $1K | Hold |
51
| – | – | ﹤0.01% | 1208 |
|
2017
Q3 | $1K | Hold |
51
| – | – | ﹤0.01% | 1131 |
|
2017
Q2 | $1K | Hold |
51
| – | – | ﹤0.01% | 1148 |
|
2017
Q1 | $1K | Buy |
+51
| New | +$1K | ﹤0.01% | 1110 |
|