Arete Wealth Advisors’s InvenTrust Properties IVT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-38,873	Closed	-$1.1M	–	521
2025 Q4	$1.1M	Sell	38,873 -2,085	-5%	-$58.7K	0.07%	274
2025 Q3	$1.17M	Buy	40,958 +84	+0.2%	+$2.38K	0.07%	253
2025 Q2	$1.12M	Sell	40,874 -2,979	-7%	-$82.8K	0.08%	241
2025 Q1	$1.29M	Buy	43,853 +2,123	+5%	+$62.6K	0.1%	211
2024 Q4	$1.25M	Sell	41,730 -3,066	-7%	-$92.3K	0.09%	219
2024 Q3	$1.26M	Sell	44,796 -4,891	-10%	-$136K	0.11%	183
2024 Q2	$1.21M	Sell	49,687 -8,993	-15%	-$222K	0.1%	204
2024 Q1	$1.51M	Sell	58,680 -192	-0.3%	-$4.83K	0.14%	163
2023 Q4	$1.49M	Sell	58,872 -4,579	-7%	-$114K	0.11%	181
2023 Q3	$1.51M	Buy	63,451 +42,141	+198%	+$1.01M	0.26%	85
2023 Q2	$493K	Buy	+21,310	New	+$481K	0.04%	364
2022 Q2	–	Sell	-8,142	Closed	-$251K	–	509
2022 Q1	$251K	Sell	8,142 -1,600	-16%	-$43.5K	0.02%	423
2021 Q4	$268K	Buy	+9,742	New	+$246K	0.02%	406