IWA
Invera Wealth Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.97M | Sell |
5,643
-798
| -12% | -$279K | 2.32% | 15 |
|
|
2024
Q4 | $2.11M | Sell |
6,441
-325
| -5% | -$107K | 2.09% | 16 |
|
|
2024
Q3 | $2.07M | Sell |
6,766
-502
| -7% | -$154K | 2.06% | 17 |
|
|
2024
Q2 | $1.91M | Buy |
7,268
+576
| +9% | +$151K | 1.96% | 16 |
|
|
2024
Q1 | $1.82M | Buy |
6,692
+49
| +0.7% | +$13.3K | 1.54% | 24 |
|
|
2023
Q4 | $1.73M | Buy |
+6,643
| New | +$1.73M | 1.08% | 33 |
|