AE Wealth Management’s Invitation Homes INVH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-15,665	Closed	-$521K	–	1567
2023 Q4	$521K	Buy	15,665 +4,797	+44%	+$156K	﹤0.01%	1411
2023 Q3	$345K	Buy	10,868 +1,105	+11%	+$38K	﹤0.01%	1550
2023 Q2	$336K	Buy	9,763 +375	+4%	+$12.5K	﹤0.01%	1562
2023 Q1	$293K	Buy	9,388 +453	+5%	+$14.2K	﹤0.01%	1565
2022 Q4	$265K	Sell	8,935 -3,172	-26%	-$101K	﹤0.01%	1556
2022 Q3	$409K	Buy	12,107 +1,736	+17%	+$64.3K	﹤0.01%	1354
2022 Q2	$369K	Buy	10,371 +1,100	+12%	+$41.9K	﹤0.01%	1344
2022 Q1	$373K	Buy	9,271 +1,024	+12%	+$41.9K	﹤0.01%	1336
2021 Q4	$374K	Buy	8,247 +1,103	+15%	+$45.6K	﹤0.01%	1368
2021 Q3	$274K	Buy	7,144 +1,337	+23%	+$53.6K	﹤0.01%	1397
2021 Q2	$217K	Buy	+5,807	New	+$205K	﹤0.01%	1471