Atwood & Palmer’s InvenTrust Properties IVT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$44.5K Hold
2024
Q3
$41.9K Hold
2024
Q2
$36.5K Hold
2024
Q1
$37.9K Hold
2023
Q4
$37.4K Hold
2023
Q3
$35.1K Hold
2023
Q2
$34.2K Hold
2023
Q1
$34.5K Hold
2022
Q4
$34.9K Hold
2022
Q3
$31K Hold
2022
Q2
$38K Hold
2022
Q1
$45K Hold
2021
Q4
$40K Buy