Beacon Capital Management Inc (Ohio)’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 | $2.74K | Buy |
+100
| New | +$2.74K | ﹤0.01% | 88 |
|
2024
Q1 | – | Sell |
-100
| Closed | -$2.53K | – | 42 |
|
2023
Q4 | $2.53K | Hold |
100
| – | – | ﹤0.01% | 58 |
|
2023
Q3 | $2.38K | Hold |
100
| – | – | ﹤0.01% | 52 |
|
2023
Q2 | $2.31K | Hold |
100
| – | – | ﹤0.01% | 54 |
|
2023
Q1 | $2.34K | Hold |
100
| – | – | ﹤0.01% | 80 |
|
2022
Q4 | $2.37K | Hold |
100
| – | – | ﹤0.01% | 70 |
|
2022
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 66 |
|
2022
Q2 | $3K | Sell |
100
-600
| -86% | -$18K | ﹤0.01% | 83 |
|
2022
Q1 | $22K | Buy |
+700
| New | +$22K | ﹤0.01% | 54 |
|