IWA
Invera Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.32M | Sell |
4,921
-713
| -13% | -$191K | 1.55% | 19 |
|
|
2024
Q4 | $1.89M | Sell |
5,634
-541
| -9% | -$181K | 1.87% | 19 |
|
|
2024
Q3 | $1.92M | Sell |
6,175
-357
| -5% | -$111K | 1.91% | 18 |
|
|
2024
Q2 | $1.64M | Sell |
6,532
-213
| -3% | -$53.5K | 1.68% | 21 |
|
|
2024
Q1 | $1.83M | Buy |
6,745
+104
| +2% | +$28.3K | 1.56% | 23 |
|
|
2023
Q4 | $1.75M | Buy |
+6,641
| New | +$1.75M | 1.09% | 32 |
|