Wellspring Financial Advisors’s Invacare Corporation IVC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-10,000
Closed -$170 130
2023
Q1
$170 Hold
10,000
﹤0.01% 125
2022
Q4
$4.2K Hold
10,000
﹤0.01% 130
2022
Q3
$8K Buy
+10,000
New +$10.5K ﹤0.01% 101

Wellspring Financial Advisors's IVC Position: Q2 2023 in Review

Wellspring Financial Advisors sold out of Invacare Corporation (IVC) in Q2 2023, closing a stake of 10,000 shares — an estimated $170 sold.

Wellspring Financial Advisors first reported a position in IVC in Q3 2022 and held it in 3 quarters. The position peaked at $8K in Q3 2022. 1 fund tracked by Wall St. Rank holds IVC as of Q2 2023.

  • Wellspring Financial Advisors reported no remaining Invacare Corporation position as of Q2 2023 after selling out during the quarter.
  • Wellspring Financial Advisors sold 10,000 Invacare Corporation shares in Q2 2023, an estimated $170.
  • Wellspring Financial Advisors first reported a position in Invacare Corporation in Q3 2022 and held it in 3 quarters.
  • Wellspring Financial Advisors's Invacare Corporation position peaked at $8K in Q3 2022.
  • 1 fund tracked by Wall St. Rank held Invacare Corporation as of Q2 2023.

Based on Wellspring Financial Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.