IWA
Invera Wealth Advisors’s Alphabet (Google) Class A GOOGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $3.83M | Sell |
24,741
-1,936
| -7% | -$299K | 4.5% | 10 |
|
|
2024
Q4 | $5.28M | Sell |
26,677
-1,594
| -6% | -$316K | 5.23% | 3 |
|
|
2024
Q3 | $5.11M | Sell |
28,271
-666
| -2% | -$120K | 5.08% | 4 |
|
|
2024
Q2 | $5.37M | Sell |
28,937
-940
| -3% | -$174K | 5.51% | 4 |
|
|
2024
Q1 | $4.66M | Buy |
29,877
+435
| +1% | +$67.9K | 3.96% | 4 |
|
|
2023
Q4 | $4.11M | Buy |
+29,442
| New | +$4.11M | 2.57% | 8 |
|