Perennial Investment Advisors’s Invesco IVZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-10,993	Closed	-$182K	–	367
2024 Q1	$182K	Buy	10,993 +21	+0.2%	+$348	0.03%	329
2023 Q4	$196K	Buy	+10,972	New	+$196K	0.03%	308
2023 Q2	–	Sell	-12,258	Closed	-$201K	–	340
2023 Q1	$201K	Buy	+12,258	New	+$201K	0.04%	308