IWA
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Invera Wealth Advisors’s Estee Lauder EL Stock Holding History

Invera Wealth Advisors’s Portfolio EL Stock Details EL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,449
Closed -$504K – 70
2023
Q4 		$504K Buy
+3,449
New +$504K 0.32% 77