BAM
Beaumont Asset Management’s Invitation Homes INVH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-13,657
| Closed | -$476K | – | 71 |
|
|
2025
Q1 | $476K | Buy |
13,657
+417
| +3% | +$14.5K | 0.29% | 52 |
|
|
2024
Q4 | $423K | Sell |
13,240
-521
| -4% | -$16.7K | 0.25% | 53 |
|
|
2024
Q3 | $485K | Buy |
13,761
+247
| +2% | +$8.71K | 0.28% | 48 |
|
|
2024
Q2 | $485K | Sell |
13,514
-12
| -0.1% | -$431 | 0.31% | 47 |
|
|
2024
Q1 | $482K | Sell |
13,526
-357
| -3% | -$12.7K | 0.32% | 49 |
|
|
2023
Q4 | $474K | Buy |
13,883
+93
| +0.7% | +$3.17K | 0.33% | 51 |
|
|
2023
Q3 | $437K | Buy |
13,790
+1,656
| +14% | +$52.5K | 0.36% | 46 |
|
|
2023
Q2 | $417K | Sell |
12,134
-218
| -2% | -$7.5K | 0.32% | 55 |
|
|
2023
Q1 | $386K | Sell |
12,352
-477
| -4% | -$14.9K | 0.28% | 60 |
|
|
2022
Q4 | $380K | Buy |
12,829
+265
| +2% | +$7.86K | 0.28% | 63 |
|
|
2022
Q3 | $424K | Buy |
12,564
+102
| +0.8% | +$3.44K | 0.34% | 52 |
|
|
2022
Q2 | $443K | Buy |
12,462
+4,871
| +64% | +$173K | 0.34% | 52 |
|
|
2022
Q1 | $305K | Buy |
7,591
+43
| +0.6% | +$1.73K | 0.21% | 61 |
|
|
2021
Q4 | $342K | Buy |
7,548
+20
| +0.3% | +$906 | 0.23% | 60 |
|
|
2021
Q3 | $288K | Buy |
7,528
+318
| +4% | +$12.2K | 0.21% | 59 |
|
|
2021
Q2 | $268K | Buy |
7,210
+7
| +0.1% | +$260 | 0.21% | 60 |
|
|
2021
Q1 | $230K | Buy |
+7,203
| New | +$230K | 0.19% | 60 |
|