Beacon Pointe Advisors’s InvenTrust Properties IVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $520K | Buy |
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|
2025
Q1 | $412K | Buy |
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|
2024
Q4 | $422K | Sell |
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|
2024
Q3 | $717K | Sell |
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|
2024
Q2 | $1.12M | Sell |
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|
2024
Q1 | $1.21M | Sell |
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|
2023
Q4 | $1.23M | Sell |
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|
2023
Q3 | $1.23M | Buy |
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|
2023
Q2 | $1.13M | Buy |
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|
2023
Q1 | $1.12M | Sell |
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|
2022
Q4 | $1.22M | Sell |
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|
2022
Q3 | $1.16M | Buy |
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|
2022
Q2 | $1.39M | Buy |
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|
2022
Q1 | $1.51M | Buy |
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|
2021
Q4 | $795K | Buy |
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