Atwood & Palmer’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 |
-1,476
| Closed | -$44.5K | – | 467 |
|
|
2024
Q4 | $44.5K | Hold |
1,476
| – | – | ﹤0.01% | 229 |
|
|
2024
Q3 | $41.9K | Hold |
1,476
| – | – | ﹤0.01% | 231 |
|
|
2024
Q2 | $36.5K | Hold |
1,476
| – | – | ﹤0.01% | 245 |
|
|
2024
Q1 | $37.9K | Hold |
1,476
| – | – | ﹤0.01% | 231 |
|
|
2023
Q4 | $37.4K | Hold |
1,476
| – | – | ﹤0.01% | 239 |
|
|
2023
Q3 | $35.1K | Hold |
1,476
| – | – | ﹤0.01% | 228 |
|
|
2023
Q2 | $34.2K | Hold |
1,476
| – | – | ﹤0.01% | 240 |
|
|
2023
Q1 | $34.5K | Hold |
1,476
| – | – | ﹤0.01% | 225 |
|
|
2022
Q4 | $34.9K | Hold |
1,476
| – | – | ﹤0.01% | 237 |
|
|
2022
Q3 | $31K | Hold |
1,476
| – | – | ﹤0.01% | 231 |
|
|
2022
Q2 | $38K | Hold |
1,476
| – | – | ﹤0.01% | 233 |
|
|
2022
Q1 | $45K | Hold |
1,476
| – | – | ﹤0.01% | 233 |
|
|
2021
Q4 | $40K | Buy |
+1,476
| New | +$40K | ﹤0.01% | 252 |
|