AWM
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Affinity Wealth Management’s InvenTrust Properties IVT Stock Holding History

Affinity Wealth Management’s Portfolio IVT Stock Details IVT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-7,353
Closed -$216K – 103
2025
Q1 		$216K Buy
+7,353
New +$216K 0.04% 93