Arete Wealth Advisors’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 | $1.12M | Sell |
40,874
-2,979
| -7% | -$81.6K | 0.08% | 241 |
|
|
2025
Q1 | $1.29M | Buy |
43,853
+2,123
| +5% | +$62.4K | 0.1% | 211 |
|
|
2024
Q4 | $1.26M | Sell |
41,730
-3,066
| -7% | -$92.2K | 0.09% | 219 |
|
|
2024
Q3 | $1.26M | Sell |
44,796
-4,891
| -10% | -$138K | 0.11% | 183 |
|
|
2024
Q2 | $1.21M | Sell |
49,687
-8,993
| -15% | -$220K | 0.1% | 204 |
|
|
2024
Q1 | $1.51M | Sell |
58,680
-192
| -0.3% | -$4.94K | 0.14% | 163 |
|
|
2023
Q4 | $1.49M | Sell |
58,872
-4,579
| -7% | -$116K | 0.11% | 181 |
|
|
2023
Q3 | $1.51M | Buy |
63,451
+42,141
| +198% | +$1M | 0.26% | 85 |
|
|
2023
Q2 | $493K | Buy |
+21,310
| New | +$493K | 0.04% | 364 |
|
|
2022
Q2 | – | Sell |
-8,142
| Closed | -$251K | – | 509 |
|
|
2022
Q1 | $251K | Sell |
8,142
-1,600
| -16% | -$49.3K | 0.02% | 423 |
|
|
2021
Q4 | $268K | Buy |
+9,742
| New | +$268K | 0.02% | 406 |
|