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 |
|