Mine & Arao Wealth Creation & Management’s Invesco IVZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-600	Closed	-$10.7K	–	388
2023 Q4	$10.7K	Hold	600	–	–	0.01%	209
2023 Q3	$8.71K	Hold	600	–	–	0.01%	217
2023 Q2	$10.1K	Hold	600	–	–	0.01%	222
2023 Q1	$9.84K	Hold	600	–	–	0.01%	225
2022 Q4	$10.8K	Hold	600	–	–	0.01%	212
2022 Q3	$8K	Hold	600	–	–	0.01%	241
2022 Q2	$10K	Hold	600	–	–	0.01%	226
2022 Q1	$14K	Hold	600	–	–	0.01%	214
2021 Q4	$14K	Hold	600	–	–	0.01%	217
2021 Q3	$14K	Hold	600	–	–	0.01%	218
2021 Q2	$16K	Hold	600	–	–	0.01%	205
2021 Q1	$15K	Hold	600	–	–	0.01%	199
2020 Q4	$10K	Hold	600	–	–	0.01%	205
2020 Q3	$7K	Buy	600 +200	+50%	+$2.12K	0.01%	209
2020 Q2	$4K	Buy	+400	New	+$3.59K	﹤0.01%	214