IWP
Invenio Wealth Partners’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $829K | Sell |
2,334
-185
| -7% | -$65.7K | 0.33% | 40 |
|
|
2025
Q1 | $883K | Sell |
2,519
-95
| -4% | -$33.3K | 0.37% | 36 |
|
|
2024
Q4 | $826K | Buy |
2,614
+66
| +3% | +$20.9K | 0.35% | 40 |
|
|
2024
Q3 | $701K | Buy |
2,548
+75
| +3% | +$20.6K | 0.3% | 43 |
|
|
2024
Q2 | $649K | Sell |
2,473
-530
| -18% | -$139K | 0.32% | 41 |
|
|
2024
Q1 | $838K | Sell |
3,003
-100
| -3% | -$27.9K | 0.45% | 35 |
|
|
2023
Q4 | $808K | Buy |
3,103
+1
| +0% | +$260 | 0.58% | 35 |
|
|
2023
Q3 | $713K | Sell |
3,102
-620
| -17% | -$143K | 0.65% | 34 |
|
|
2023
Q2 | $884K | Buy |
+3,722
| New | +$884K | 1% | 22 |
|