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Invera Wealth Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Invera Wealth Advisors’s Portfolio SPY Stock Details SPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-5,844
Closed -$2.78M – 90
2023
Q4 		$2.78M Buy
+5,844
New +$2.78M 1.74% 22