Avior Wealth Management’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 |
-2,826
| Closed | -$85.2K | – | 1544 |
|
|
2024
Q4 | $85.2K | Hold |
2,826
| – | – | ﹤0.01% | 951 |
|
|
2024
Q3 | $80.2K | Hold |
2,826
| – | – | ﹤0.01% | 947 |
|
|
2024
Q2 | $70K | Sell |
2,826
-1,338
| -32% | -$33.1K | ﹤0.01% | 981 |
|
|
2024
Q1 | $107K | Buy |
4,164
+1,879
| +82% | +$48.3K | 0.01% | 937 |
|
|
2023
Q4 | $57.9K | Hold |
2,285
| – | – | ﹤0.01% | 700 |
|
|
2023
Q3 | $54.4K | Hold |
2,285
| – | – | ﹤0.01% | 746 |
|
|
2023
Q2 | $52.9K | Sell |
2,285
-325
| -12% | -$7.52K | ﹤0.01% | 748 |
|
|
2023
Q1 | $61.1K | Buy |
2,610
+325
| +14% | +$7.61K | ﹤0.01% | 729 |
|
|
2022
Q4 | $54.1K | Sell |
2,285
-714
| -24% | -$16.9K | ﹤0.01% | 613 |
|
|
2022
Q3 | $63K | Buy |
2,999
+683
| +29% | +$14.3K | 0.01% | 576 |
|
|
2022
Q2 | $59K | Buy |
2,316
+50
| +2% | +$1.27K | 0.01% | 543 |
|
|
2022
Q1 | $69K | Buy |
2,266
+9
| +0.4% | +$274 | 0.01% | 549 |
|
|
2021
Q4 | $61K | Buy |
+2,257
| New | +$61K | 0.01% | 560 |
|