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