AE Wealth Management’s Invitation Homes INVH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-15,665
| Closed | -$521K | – | 1566 |
|
|
2023
Q4 | $521K | Buy |
15,665
+4,797
| +44% | +$160K | ﹤0.01% | 1408 |
|
|
2023
Q3 | $345K | Buy |
10,868
+1,105
| +11% | +$35.1K | ﹤0.01% | 1548 |
|
|
2023
Q2 | $336K | Buy |
9,763
+375
| +4% | +$12.9K | ﹤0.01% | 1559 |
|
|
2023
Q1 | $293K | Buy |
9,388
+453
| +5% | +$14.1K | ﹤0.01% | 1563 |
|
|
2022
Q4 | $265K | Sell |
8,935
-3,172
| -26% | -$94.2K | ﹤0.01% | 1553 |
|
|
2022
Q3 | $409K | Buy |
12,107
+1,736
| +17% | +$58.6K | ﹤0.01% | 1351 |
|
|
2022
Q2 | $369K | Buy |
10,371
+1,100
| +12% | +$39.1K | ﹤0.01% | 1340 |
|
|
2022
Q1 | $373K | Buy |
9,271
+1,024
| +12% | +$41.2K | ﹤0.01% | 1333 |
|
|
2021
Q4 | $374K | Buy |
8,247
+1,103
| +15% | +$50K | ﹤0.01% | 1368 |
|
|
2021
Q3 | $274K | Buy |
7,144
+1,337
| +23% | +$51.3K | ﹤0.01% | 1393 |
|
|
2021
Q2 | $217K | Buy |
+5,807
| New | +$217K | ﹤0.01% | 1468 |
|