IWA
Invera Wealth Advisors’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $873K | Sell |
1,718
-5,618
| -77% | -$2.85M | 1.03% | 28 |
|
|
2024
Q4 | $3.77M | Sell |
7,336
-392
| -5% | -$201K | 3.73% | 13 |
|
|
2024
Q3 | $3.84M | Sell |
7,728
-400
| -5% | -$199K | 3.82% | 13 |
|
|
2024
Q2 | $3.84M | Buy |
8,128
+145
| +2% | +$68.6K | 3.94% | 12 |
|
|
2024
Q1 | $3.3M | Sell |
7,983
-40
| -0.5% | -$16.5K | 2.8% | 15 |
|
|
2023
Q4 | $3.53M | Buy |
+8,023
| New | +$3.53M | 2.21% | 15 |
|