IWA
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Invera Wealth Advisors’s Bunge Global BG Stock Holding History

Invera Wealth Advisors’s Portfolio BG Stock Details BG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,825
Closed -$301K – 55
2024
Q1 		$301K Buy
2,825
+220
+8% +$23.4K 0.26% 58
2023
Q4 		$263K Buy
+2,605
New +$263K 0.16% 89