Bell Investment Advisors’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 | $1.54K | Sell |
56
-27
| -33% | -$740 | ﹤0.01% | 1449 |
|
|
2025
Q1 | $2.44K | Buy |
83
+27
| +48% | +$793 | ﹤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% | -$489 | ﹤0.01% | 1479 |
|
|
2023
Q4 | $1.9K | Buy |
75
+19
| +34% | +$482 | ﹤0.01% | 1346 |
|
|
2023
Q3 | $1.33K | Hold |
56
| – | – | ﹤0.01% | 1463 |
|
|
2023
Q2 | $1.3K | Buy |
56
+26
| +87% | +$602 | ﹤0.01% | 1501 |
|
|
2023
Q1 | $702 | Sell |
30
-22
| -42% | -$515 | ﹤0.01% | 1671 |
|
|
2022
Q4 | $1.23K | Buy |
+52
| New | +$1.23K | ﹤0.01% | 1495 |
|
|
2022
Q3 | – | Sell |
-259
| Closed | -$7K | – | 1831 |
|
|
2022
Q2 | $7K | Buy |
+259
| New | +$7K | ﹤0.01% | 561 |
|