Avidian Wealth Enterprises’s InvenTrust Properties IVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-23,636
| Closed | -$553K | – | 450 |
|
|
2023
Q1 | $553K | Sell |
23,636
-1,838
| -7% | -$43K | 0.03% | 276 |
|
|
2022
Q4 | $603K | Buy |
25,474
+7
| +0% | +$166 | 0.04% | 250 |
|
|
2022
Q3 | $543K | Sell |
25,467
-20,494
| -45% | -$437K | 0.04% | 225 |
|
|
2022
Q2 | $1.19M | Buy |
45,961
+515
| +1% | +$13.3K | 0.08% | 145 |
|
|
2022
Q1 | $1.4M | Buy |
45,446
+2,801
| +7% | +$86.2K | 0.09% | 145 |
|
|
2021
Q4 | $1.16M | Buy |
+42,645
| New | +$1.16M | 0.07% | 161 |
|