Bell Investment 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
2026 Q1	$1.71K	Hold	56	–	–	﹤0.01%	1378
2025 Q4	$1.58K	Hold	56	–	–	﹤0.01%	1424
2025 Q3	$1.6K	Hold	56	–	–	﹤0.01%	1402
2025 Q2	$1.53K	Sell	56 -27	-33%	-$751	﹤0.01%	1449
2025 Q1	$2.44K	Buy	83 +27	+48%	+$796	﹤0.01%	1237
2024 Q4	$1.69K	Hold	56	–	–	﹤0.01%	1393
2024 Q3	$1.59K	Hold	56	–	–	﹤0.01%	1442
2024 Q2	$1.39K	Hold	56	–	–	﹤0.01%	1503
2024 Q1	$1.44K	Sell	56 -19	-25%	-$478	﹤0.01%	1479
2023 Q4	$1.9K	Buy	75 +19	+34%	+$474	﹤0.01%	1346
2023 Q3	$1.33K	Hold	56	–	–	﹤0.01%	1463
2023 Q2	$1.3K	Buy	56 +26	+87%	+$587	﹤0.01%	1501
2023 Q1	$702	Sell	30 -22	-42%	-$519	﹤0.01%	1671
2022 Q4	$1.23K	Buy	+52	New	+$1.24K	﹤0.01%	1495
2022 Q3	–	Sell	-259	Closed	-$7K	–	1831
2022 Q2	$7K	Buy	+259	New	+$7.58K	﹤0.01%	561