Invera Wealth Advisors’s Visa V Stock Holding History

Invera Wealth Advisors’s Portfolio V Stock Details V Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$1.97M	Sell
2024 Q4	$2.11M	Sell
2024 Q3	$2.07M	Sell
2024 Q2	$1.91M	Buy
2024 Q1	$1.82M	Buy
2023 Q4	$1.73M	Buy