CAPTRUST Financial 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 | $216K | Sell |
7,885
-1,773
| -18% | -$48.6K | ﹤0.01% | 2253 |
|
|
2025
Q1 | $284K | Sell |
9,658
-1,530
| -14% | -$44.9K | ﹤0.01% | 1974 |
|
|
2024
Q4 | $337K | Sell |
11,188
-1,472
| -12% | -$44.4K | ﹤0.01% | 1837 |
|
|
2024
Q3 | $359K | Sell |
12,660
-3,110
| -20% | -$88.2K | ﹤0.01% | 1781 |
|
|
2024
Q2 | $390K | Buy |
15,770
+1,309
| +9% | +$32.4K | ﹤0.01% | 1641 |
|
|
2024
Q1 | $372K | Sell |
14,461
-2,830
| -16% | -$72.8K | ﹤0.01% | 1654 |
|
|
2023
Q4 | $438K | Buy |
17,291
+478
| +3% | +$12.1K | ﹤0.01% | 1833 |
|
|
2023
Q3 | $400K | Sell |
16,813
-676
| -4% | -$16.1K | ﹤0.01% | 1795 |
|
|
2023
Q2 | $405K | Buy |
17,489
+1,235
| +8% | +$28.6K | ﹤0.01% | 1754 |
|
|
2023
Q1 | $380K | Sell |
16,254
-130
| -0.8% | -$3.04K | ﹤0.01% | 1567 |
|
|
2022
Q4 | $388K | Sell |
16,384
-432
| -3% | -$10.2K | ﹤0.01% | 1469 |
|
|
2022
Q3 | $359K | Buy |
+16,816
| New | +$359K | ﹤0.01% | 1425 |
|