IWA
Invera Wealth Advisors’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.48M | Sell |
22,915
-9,513
| -29% | -$1.03M | 2.92% | 12 |
|
|
2024
Q4 | $4.77M | Sell |
32,428
-3,454
| -10% | -$509K | 4.73% | 6 |
|
|
2024
Q3 | $5.34M | Sell |
35,882
-9,652
| -21% | -$1.44M | 5.31% | 3 |
|
|
2024
Q2 | $5.8M | Buy |
45,534
+40,657
| +834% | +$5.18M | 5.95% | 2 |
|
|
2024
Q1 | $4.13M | Sell |
4,877
-2,379
| -33% | -$2.01M | 3.51% | 10 |
|
|
2023
Q4 | $3.59M | Buy |
+7,256
| New | +$3.59M | 2.25% | 12 |
|