Ashton Thomas Private Wealth’s InvenTrust Properties IVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-8,393
| Closed | -$243K | – | 453 |
|
|
2021
Q3 | $243K | Sell |
8,393
-75,494
| -90% | -$2.18M | 0.04% | 333 |
|
|
2021
Q2 | $242K | Hold |
83,887
| – | – | 0.04% | 306 |
|
|
2021
Q1 | $242K | Hold |
83,887
| – | – | 0.04% | 276 |
|
|
2020
Q4 | $242K | Buy |
83,887
+4,100
| +5% | +$11.8K | 0.05% | 277 |
|
|
2020
Q3 | $251K | Hold |
79,787
| – | – | 0.06% | 233 |
|
|
2020
Q2 | $251K | Hold |
79,787
| – | – | 0.07% | 208 |
|
|
2020
Q1 | $251K | Hold |
79,787
| – | – | 0.1% | 185 |
|
|
2019
Q4 | $251K | Buy |
79,787
+14,791
| +23% | +$46.4K | 0.08% | 206 |
|
|
2019
Q3 | $204K | Hold |
64,996
| – | – | 0.09% | 178 |
|
|
2019
Q2 | $204K | Hold |
64,996
| – | – | 0.08% | 178 |
|
|
2019
Q1 | $204K | Buy |
+64,996
| New | +$204K | 0.08% | 187 |
|