Whittier Trust’s Innovex International, Inc. INVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-500
| Closed | -$11.6K | – | 1570 |
|
|
2023
Q4 | $11.6K | Hold |
500
| – | – | ﹤0.01% | 1204 |
|
|
2023
Q3 | $14.1K | Hold |
500
| – | – | ﹤0.01% | 1188 |
|
|
2023
Q2 | $11.6K | Hold |
500
| – | – | ﹤0.01% | 1246 |
|
|
2023
Q1 | $14.3K | Hold |
500
| – | – | ﹤0.01% | 1229 |
|
|
2022
Q4 | $13.6K | Hold |
500
| – | – | ﹤0.01% | 1230 |
|
|
2022
Q3 | $10K | Buy |
+500
| New | +$10K | ﹤0.01% | 1347 |
|
|
2017
Q2 | – | Sell |
-58
| Closed | -$3K | – | 1342 |
|
|
2017
Q1 | $3K | Buy |
+58
| New | +$3K | ﹤0.01% | 1237 |
|
|
2015
Q2 | – | Sell |
-172
| Closed | -$12K | – | 1294 |
|
|
2015
Q1 | $12K | Buy |
+172
| New | +$12K | ﹤0.01% | 992 |
|