Valeo Financial Advisors’s Innoviva INVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-3,227
| Closed | -$45K | – | 1790 |
|
|
2020
Q2 | $45K | Hold |
3,227
| – | – | ﹤0.01% | 735 |
|
|
2020
Q1 | $44K | Hold |
3,227
| – | – | ﹤0.01% | 627 |
|
|
2019
Q4 | $46K | Sell |
3,227
-3,638
| -53% | -$51.9K | ﹤0.01% | 675 |
|
|
2019
Q3 | $72K | Hold |
6,865
| – | – | 0.01% | 508 |
|
|
2019
Q2 | $100K | Buy |
+6,865
| New | +$100K | 0.01% | 438 |
|
|
2018
Q2 | – | Sell |
-155
| Closed | -$3K | – | 1678 |
|
|
2018
Q1 | $3K | Buy |
+155
| New | +$3K | ﹤0.01% | 1254 |
|