Avantax Advisory Services’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 | $387K | Sell |
14,139
-629
| -4% | -$17.2K | ﹤0.01% | 1739 |
|
|
2025
Q1 | $434K | Buy |
14,768
+5,255
| +55% | +$154K | ﹤0.01% | 1597 |
|
|
2024
Q4 | $287K | Buy |
9,513
+130
| +1% | +$3.92K | ﹤0.01% | 1810 |
|
|
2024
Q3 | $266K | Sell |
9,383
-639
| -6% | -$18.1K | ﹤0.01% | 1841 |
|
|
2024
Q2 | $248K | Buy |
+10,022
| New | +$248K | ﹤0.01% | 1819 |
|
|
2022
Q2 | – | Sell |
-7,169
| Closed | -$222K | – | 1346 |
|
|
2022
Q1 | $222K | Buy |
+7,169
| New | +$222K | ﹤0.01% | 1146 |
|