Principia Wealth Advisory’s Invesco IVZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$710	Buy	45 +10	+29%	+$158	﹤0.01%	660
2025 Q1	$478	Buy	35 +8	+30%	+$109	﹤0.01%	580
2024 Q4	$472	Buy	+27	New	+$472	﹤0.01%	560