WFA
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West Financial Advisors’s Immersion IMMR Stock Holding History

West Financial Advisors’s Portfolio IMMR Stock Details IMMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$800 Hold
101
– – ﹤0.01% 197
2025
Q1 		$765 Hold
101
– – ﹤0.01% 193
2024
Q4 		$881 Buy
101
+1
+1% +$9 ﹤0.01% 189
2024
Q3 		$895 Hold
100
– – ﹤0.01% 175
2024
Q2 		$941 Buy
+100
New +$941 ﹤0.01% 150