IWA
Invera Wealth Advisors’s Diamondback Energy FANG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.26M | Buy |
7,874
+840
| +12% | +$134K | 1.48% | 20 |
|
|
2024
Q4 | $1.24M | Sell |
7,034
-1,181
| -14% | -$209K | 1.23% | 24 |
|
|
2024
Q3 | $1.49M | Sell |
8,215
-575
| -7% | -$105K | 1.48% | 23 |
|
|
2024
Q2 | $1.82M | Buy |
8,790
+649
| +8% | +$134K | 1.86% | 18 |
|
|
2024
Q1 | $1.62M | Buy |
8,141
+704
| +9% | +$141K | 1.38% | 28 |
|
|
2023
Q4 | $1.15M | Buy |
+7,437
| New | +$1.15M | 0.72% | 44 |
|