Accordant Advisory Group’s InnovAge Holding INNV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$369K Hold
100,000
0.27% 42
2025
Q1
$298K Hold
100,000
0.29% 29
2024
Q4
$393K Hold
100,000
0.38% 33
2024
Q3
$600K Hold
100,000
0.48% 35
2024
Q2
$496K Buy
+100,000
New +$496K 0.47% 42