Invera Wealth Advisors’s Apple AAPL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-30,410	Closed	-$5.08M	–	46
2024 Q1	$5.08M	Buy	30,410 +618	+2%	+$103K	4.31%	2
2023 Q4	$5.74M	Buy	+29,792	New	+$5.74M	3.59%	3