Artemis Wealth Advisors’s Invitation Homes INVH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,769
| Closed | -$309K | – | 40 |
|
|
2024
Q3 | $309K | Buy |
8,769
+1,456
| +20% | +$51.3K | 0.03% | 26 |
|
|
2024
Q2 | $262K | Buy |
7,313
+60
| +0.8% | +$2.15K | 0.02% | 29 |
|
|
2024
Q1 | $258K | Buy |
+7,253
| New | +$258K | 0.03% | 29 |
|
|
2023
Q4 | – | Sell |
-4,911
| Closed | -$156K | – | 50 |
|
|
2023
Q3 | $156K | Buy |
4,911
+470
| +11% | +$14.9K | 0.03% | 33 |
|
|
2023
Q2 | $153K | Buy |
4,441
+346
| +8% | +$11.9K | 0.03% | 32 |
|
|
2023
Q1 | $128K | Sell |
4,095
-1,675
| -29% | -$52.3K | 0.03% | 25 |
|
|
2022
Q4 | $171K | Buy |
5,770
+2,436
| +73% | +$72.2K | 0.05% | 30 |
|
|
2022
Q3 | $113K | Buy |
3,334
+2
| +0.1% | +$68 | 0.03% | 37 |
|
|
2022
Q2 | $119K | Buy |
3,332
+2
| +0.1% | +$71 | 0.03% | 49 |
|
|
2022
Q1 | $134K | Buy |
3,330
+369
| +12% | +$14.8K | 0.02% | 22 |
|
|
2021
Q4 | $134K | Buy |
+2,961
| New | +$134K | 0.02% | 31 |
|