AO
Advisor OS’s InvenTrust Properties IVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,610
| Closed | -$218K | – | 397 |
|
|
2023
Q4 | $218K | Sell |
8,610
-285
| -3% | -$7.22K | 0.03% | 310 |
|
|
2023
Q3 | $212K | Hold |
8,895
| – | – | 0.03% | 269 |
|
|
2023
Q2 | $206K | Hold |
8,895
| – | – | 0.03% | 285 |
|
|
2023
Q1 | $208K | Hold |
8,895
| – | – | 0.05% | 229 |
|
|
2022
Q4 | $211K | Buy |
+8,895
| New | +$211K | 0.06% | 204 |
|
|
2022
Q3 | – | Sell |
-8,895
| Closed | -$229K | – | 204 |
|
|
2022
Q2 | $229K | Hold |
8,895
| – | – | 0.07% | 192 |
|
|
2022
Q1 | $274K | Sell |
8,895
-2,030
| -19% | -$62.5K | 0.08% | 182 |
|
|
2021
Q4 | $297K | Buy |
+10,925
| New | +$297K | 0.06% | 209 |
|