IWA
MSFT icon

Invera Wealth Advisors’s Microsoft MSFT Stock Holding History

Invera Wealth Advisors’s Portfolio MSFT Stock Details MSFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-15,554
Closed -$5.85M – 88
2023
Q4 		$5.85M Buy
+15,554
New +$5.85M 3.66% 2