BDO Wealth Advisors’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 | $13.5K | Hold |
583
| – | – | ﹤0.01% | 661 |
|
2023
Q1 | $13.6K | Hold |
583
| – | – | ﹤0.01% | 651 |
|
2022
Q4 | $13.8K | Hold |
583
| – | – | ﹤0.01% | 634 |
|
2022
Q3 | $12K | Hold |
583
| – | – | ﹤0.01% | 677 |
|
2022
Q2 | $15K | Hold |
583
| – | – | ﹤0.01% | 610 |
|
2022
Q1 | $18K | Sell |
583
-254
| -30% | -$7.84K | ﹤0.01% | 608 |
|
2021
Q4 | $23K | Buy |
+837
| New | +$23K | ﹤0.01% | 592 |
|