Accordant Advisory Group’s InnovAge Holding INNV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
2025
Q3
$516K Hold
2025
Q2
$369K Hold
2025
Q1
$298K Hold
2024
Q4
$393K Hold
2024
Q3
$600K Hold
2024
Q2
$496K Buy