Advisornet Financial’s InvenTrust Properties IVT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-31	Closed	-$875	–	2310
2025 Q4	$875	Hold	31	–	–	﹤0.01%	2014
2025 Q3	$887	Buy	+31	New	+$878	﹤0.01%	1986
2025 Q2	–	Sell	-50	Closed	-$1.47K	–	2317
2025 Q1	$1.47K	Buy	+50	New	+$1.47K	﹤0.01%	1835
2023 Q4	–	Sell	-157	Closed	-$3.74K	–	2465
2023 Q3	$3.74K	Sell	157 -499	-76%	-$12K	﹤0.01%	1486
2023 Q2	$15.2K	Buy	656 +499	+318%	+$11.3K	﹤0.01%	1200
2023 Q1	$3.67K	Hold	157	–	–	﹤0.01%	1564
2022 Q4	$3.72K	Sell	157 -337	-68%	-$8.04K	﹤0.01%	1533
2022 Q3	$11K	Sell	494 -57	-10%	-$1.51K	﹤0.01%	1309
2022 Q2	$14K	Sell	551 -35,703	-98%	-$1.04M	﹤0.01%	1255
2022 Q1	$1.12M	Sell	36,254 -1,178	-3%	-$32K	0.07%	230
2021 Q4	$1.02M	Buy	+37,432	New	+$945K	0.06%	257