Modera Wealth Management’s Invesco IVZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-12,394	Closed	-$221K	–	575
2023 Q4	$221K	Sell	12,394 -1,162	-9%	-$20.7K	﹤0.01%	497
2023 Q3	$197K	Sell	13,556 -1,837	-12%	-$26.7K	﹤0.01%	519
2023 Q2	$259K	Buy	+15,393	New	+$259K	﹤0.01%	485