CAPTRUST Financial 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 | $216K | Sell |
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|
2025
Q1 | $284K | Sell |
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|
2024
Q4 | $337K | Sell |
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|
2024
Q3 | $359K | Sell |
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|
2024
Q2 | $390K | Buy |
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|
2024
Q1 | $372K | Sell |
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|
2023
Q4 | $438K | Buy |
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|
2023
Q3 | $400K | Sell |
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|
2023
Q2 | $405K | Buy |
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|
2023
Q1 | $380K | Sell |
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|
2022
Q4 | $388K | Sell |
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|
2022
Q3 | $359K | Buy |
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