AssetMark Inc’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
$26.5K Buy
967
+230
+31% +$6.3K ﹤0.01% 1733
2025
Q1
$21.6K Buy
737
+468
+174% +$13.7K ﹤0.01% 1690
2024
Q4
$8.11K Buy
269
+25
+10% +$753 ﹤0.01% 1833
2024
Q3
$6.92K Buy
244
+234
+2,340% +$6.64K ﹤0.01% 1684
2024
Q2
$248 Buy
+10
New +$248 ﹤0.01% 1989