Ameritas Investment Partners’s InvenTrust Properties IVT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $222K | Hold |
8,109
| – | – | 0.01% | 1234 |
|
2025
Q1 | $238K | Hold |
8,109
| – | – | 0.01% | 1164 |
|
2024
Q4 | $244K | Buy |
8,109
+1,349
| +20% | +$40.6K | 0.01% | 1204 |
|
2024
Q3 | $192K | Hold |
6,760
| – | – | 0.01% | 1355 |
|
2024
Q2 | $167K | Hold |
6,760
| – | – | 0.01% | 1393 |
|
2024
Q1 | $174K | Hold |
6,760
| – | – | 0.01% | 1383 |
|
2023
Q4 | $171K | Hold |
6,760
| – | – | 0.01% | 1371 |
|
2023
Q3 | $161K | Buy |
6,760
+1,142
| +20% | +$27.2K | 0.01% | 1326 |
|
2023
Q2 | $130K | Buy |
5,618
+535
| +11% | +$12.4K | ﹤0.01% | 1412 |
|
2023
Q1 | $119K | Hold |
5,083
| – | – | ﹤0.01% | 1434 |
|
2022
Q4 | $125K | Hold |
5,083
| – | – | 0.01% | 1438 |
|
2022
Q3 | $108K | Hold |
5,083
| – | – | ﹤0.01% | 1432 |
|
2022
Q2 | $131K | Buy |
+5,083
| New | +$131K | 0.01% | 1318 |
|