Arkadios 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $216K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $252K | Buy |
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|
2023
Q3 | $235K | Buy |
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|
2023
Q2 | $220K | Sell |
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|
2023
Q1 | $238K | Sell |
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|
2022
Q4 | $264K | Buy |
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|
2022
Q3 | $214K | Buy |
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|
2022
Q2 | $239K | Sell |
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|
2022
Q1 | $298K | Buy |
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|
2021
Q4 | $249K | Buy |
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