IWA
Invera Wealth Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.16M | Sell |
6,897
-1,567
| -19% | -$263K | 1.36% | 23 |
|
|
2024
Q4 | $2.03M | Sell |
8,464
-701
| -8% | -$169K | 2.02% | 18 |
|
|
2024
Q3 | $1.68M | Buy |
9,165
+8,249
| +901% | +$1.51M | 1.67% | 22 |
|
|
2024
Q2 | $1.57M | Buy |
916
+80
| +10% | +$137K | 1.61% | 23 |
|
|
2024
Q1 | $1.05M | Sell |
836
-72
| -8% | -$90.6K | 0.89% | 37 |
|
|
2023
Q4 | $1.01M | Buy |
+908
| New | +$1.01M | 0.63% | 54 |
|