Accel Wealth Management’s InvenTrust Properties IVT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-141
| Closed | -$3.3K | – | 525 |
|
2023
Q1 | $3.3K | Hold |
141
| – | – | ﹤0.01% | 1049 |
|
2022
Q4 | $3.34K | Hold |
141
| – | – | ﹤0.01% | 857 |
|
2022
Q3 | $3K | Hold |
141
| – | – | ﹤0.01% | 897 |
|
2022
Q2 | $4K | Hold |
141
| – | – | ﹤0.01% | 837 |
|
2022
Q1 | $4K | Hold |
141
| – | – | ﹤0.01% | 827 |
|
2021
Q4 | $4K | Buy |
+141
| New | +$4K | ﹤0.01% | 840 |
|