Arkadios 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 | – | Sell |
-7,338
| Closed | -$216K | – | 1262 |
|
|
2025
Q1 | $216K | Buy |
+7,338
| New | +$216K | 0.01% | 1013 |
|
|
2024
Q1 | – | Sell |
-9,959
| Closed | -$252K | – | 754 |
|
|
2023
Q4 | $252K | Buy |
9,959
+100
| +1% | +$2.53K | 0.02% | 582 |
|
|
2023
Q3 | $235K | Buy |
9,859
+331
| +3% | +$7.88K | 0.02% | 572 |
|
|
2023
Q2 | $220K | Sell |
9,528
-633
| -6% | -$14.6K | 0.03% | 540 |
|
|
2023
Q1 | $238K | Sell |
10,161
-979
| -9% | -$22.9K | 0.03% | 508 |
|
|
2022
Q4 | $264K | Buy |
11,140
+1,122
| +11% | +$26.6K | 0.04% | 442 |
|
|
2022
Q3 | $214K | Buy |
10,018
+741
| +8% | +$15.8K | 0.03% | 466 |
|
|
2022
Q2 | $239K | Sell |
9,277
-418
| -4% | -$10.8K | 0.04% | 464 |
|
|
2022
Q1 | $298K | Buy |
9,695
+558
| +6% | +$17.2K | 0.04% | 427 |
|
|
2021
Q4 | $249K | Buy |
+9,137
| New | +$249K | 0.03% | 482 |
|