Elevate Wealth Advisory’s Samsara IOT Stock Holding History

Elevate Wealth Advisory’s Portfolio IOT Stock Details IOT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$930K	Buy
2025 Q1	$801K	Buy
2024 Q4	$815K	Buy
2024 Q3	$782K	Buy
2024 Q2	$502K	Buy
2024 Q1	$473K	Sell
2023 Q4	$441K	Buy