Atria Wealth Solutions’s InvenTrust Properties IVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,050
| Closed | -$212K | – | 1957 |
|
|
2024
Q4 | $212K | Buy |
+7,050
| New | +$212K | ﹤0.01% | 1767 |
|
|
2024
Q3 | – | Sell |
-13,786
| Closed | -$341K | – | 1959 |
|
|
2024
Q2 | $341K | Sell |
13,786
-1,266
| -8% | -$31.3K | ﹤0.01% | 1422 |
|
|
2024
Q1 | $390K | Sell |
15,052
-21,371
| -59% | -$554K | ﹤0.01% | 1375 |
|
|
2023
Q4 | $926K | Sell |
36,423
-7,375
| -17% | -$187K | 0.01% | 890 |
|
|
2023
Q3 | $1.05M | Buy |
43,798
+10,370
| +31% | +$248K | 0.01% | 786 |
|
|
2023
Q2 | $777K | Sell |
33,428
-14,841
| -31% | -$345K | 0.01% | 957 |
|
|
2023
Q1 | $1.14M | Sell |
48,269
-2,866
| -6% | -$67.6K | 0.02% | 742 |
|
|
2022
Q4 | $1.21M | Buy |
51,135
+9,043
| +21% | +$215K | 0.02% | 670 |
|
|
2022
Q3 | $902K | Sell |
42,092
-10,336
| -20% | -$221K | 0.02% | 750 |
|
|
2022
Q2 | $1.36M | Buy |
52,428
+18,032
| +52% | +$468K | 0.03% | 556 |
|
|
2022
Q1 | $1.07M | Buy |
+34,396
| New | +$1.07M | 0.02% | 704 |
|