IWA
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Invera Wealth Advisors’s Best Buy BBY Stock Holding History

Invera Wealth Advisors’s Portfolio BBY Stock Details BBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-6,597
Closed -$501K – 54
2024
Q1 		$501K Buy
6,597
+24
+0.4% +$1.82K 0.43% 51
2023
Q4 		$515K Buy
+6,573
New +$515K 0.32% 76