Cambridge Investment Research 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 | $1.94M | Sell |
70,651
-5,817
| -8% | -$159K | 0.01% | 1458 |
|
|
2025
Q1 | $2.25M | Sell |
76,468
-4,947
| -6% | -$145K | 0.01% | 1269 |
|
|
2024
Q4 | $2.45M | Sell |
81,415
-7,949
| -9% | -$240K | 0.01% | 1216 |
|
|
2024
Q3 | $2.54M | Sell |
89,364
-9,310
| -9% | -$264K | 0.01% | 1175 |
|
|
2024
Q2 | $2.44M | Sell |
98,674
-4,723
| -5% | -$117K | 0.01% | 1158 |
|
|
2024
Q1 | $2.56M | Sell |
103,397
-6,141
| -6% | -$152K | 0.01% | 1119 |
|
|
2023
Q4 | $2.71M | Sell |
109,538
-17,647
| -14% | -$437K | 0.01% | 1017 |
|
|
2023
Q3 | $3.15M | Sell |
127,185
-6,051
| -5% | -$150K | 0.01% | 896 |
|
|
2023
Q2 | $3.08M | Sell |
133,236
-4,124
| -3% | -$95.4K | 0.01% | 910 |
|
|
2023
Q1 | $3.21M | Sell |
137,360
-1,178
| -0.9% | -$27.6K | 0.02% | 858 |
|
|
2022
Q4 | $3.23M | Sell |
138,538
-11,357
| -8% | -$265K | 0.02% | 820 |
|
|
2022
Q3 | $3.2M | Sell |
149,895
-11,382
| -7% | -$243K | 0.02% | 789 |
|
|
2022
Q2 | $4.16M | Sell |
161,277
-222
| -0.1% | -$5.73K | 0.02% | 668 |
|
|
2022
Q1 | $4.97M | Sell |
161,499
-17,250
| -10% | -$531K | 0.02% | 636 |
|
|
2021
Q4 | $4.87M | Buy |
+178,749
| New | +$4.87M | 0.02% | 654 |
|