Apollon Wealth Management’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 | – | Sell |
-14,554
| Closed | -$427K | – | 1299 |
|
|
2025
Q1 | $427K | Sell |
14,554
-215
| -1% | -$6.31K | 0.01% | 812 |
|
|
2024
Q4 | $445K | Buy |
14,769
+1,654
| +13% | +$49.8K | 0.01% | 799 |
|
|
2024
Q3 | $372K | Buy |
13,115
+29
| +0.2% | +$823 | 0.01% | 831 |
|
|
2024
Q2 | $324K | Buy |
13,086
+81
| +0.6% | +$2.01K | 0.01% | 827 |
|
|
2024
Q1 | $334K | Buy |
13,005
+22
| +0.2% | +$566 | 0.01% | 831 |
|
|
2023
Q4 | $329K | Buy |
12,983
+260
| +2% | +$6.59K | 0.01% | 803 |
|
|
2023
Q3 | $303K | Sell |
12,723
-1,561
| -11% | -$37.2K | 0.02% | 697 |
|
|
2023
Q2 | $331K | Buy |
+14,284
| New | +$331K | 0.02% | 722 |
|