Artemis Wealth Advisors’s Invitation Homes INVH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-8,769
Closed -$309K 40
2024
Q3
$309K Buy
8,769
+1,456
+20% +$52.1K 0.05% 27
2024
Q2
$262K Buy
7,313
+60
+0.8% +$2.08K 0.05% 30
2024
Q1
$258K Buy
+7,253
New +$245K 0.05% 30
2023
Q4
Sell
-4,911
Closed -$156K 50
2023
Q3
$156K Buy
4,911
+470
+11% +$16.1K 0.03% 33
2023
Q2
$153K Buy
4,441
+346
+8% +$11.6K 0.03% 32
2023
Q1
$128K Sell
4,095
-1,675
-29% -$52.5K 0.03% 25
2022
Q4
$171K Buy
5,770
+2,436
+73% +$77.2K 0.05% 30
2022
Q3
$113K Buy
3,334
+2
+0.1% +$74 0.03% 37
2022
Q2
$119K Buy
3,332
+2
+0.1% +$76 0.03% 49
2022
Q1
$134K Buy
3,330
+369
+12% +$15.1K 0.02% 22
2021
Q4
$134K Buy
+2,961
New +$122K 0.02% 31

Other funds holding INVH