Carson Wealth (CWM LLC)’s InvenTrust Properties IVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Sell |
8,632
-80
| -0.9% | -$2.2K | ﹤0.01% | 2024 |
|
|
2025
Q1 | $256K | Sell |
8,712
-402
| -4% | -$11.8K | ﹤0.01% | 1766 |
|
|
2024
Q4 | $275K | Buy |
9,114
+92
| +1% | +$2.78K | ﹤0.01% | 1645 |
|
|
2024
Q3 | $256K | Buy |
9,022
+766
| +9% | +$21.7K | ﹤0.01% | 1630 |
|
|
2024
Q2 | $204K | Sell |
8,256
-80
| -1% | -$1.98K | ﹤0.01% | 1576 |
|
|
2024
Q1 | $214K | Sell |
8,336
-3,671
| -31% | -$94.2K | ﹤0.01% | 1486 |
|
|
2023
Q4 | $304K | Sell |
12,007
-1,004
| -8% | -$25.4K | ﹤0.01% | 1240 |
|
|
2023
Q3 | $310K | Sell |
13,011
-1,165
| -8% | -$27.8K | ﹤0.01% | 1144 |
|
|
2023
Q2 | $328K | Sell |
14,176
-5,539
| -28% | -$128K | ﹤0.01% | 1076 |
|
|
2023
Q1 | $461K | Buy |
19,715
+1,802
| +10% | +$42.1K | ﹤0.01% | 912 |
|
|
2022
Q4 | $424K | Sell |
17,913
-1,672
| -9% | -$39.6K | ﹤0.01% | 863 |
|
|
2022
Q3 | $418K | Buy |
19,585
+2,987
| +18% | +$63.8K | ﹤0.01% | 803 |
|
|
2022
Q2 | $428K | Buy |
+16,598
| New | +$428K | ﹤0.01% | 779 |
|
|
2022
Q1 | – | Sell |
-19,370
| Closed | -$528K | – | 3664 |
|
|
2021
Q4 | $528K | Buy |
+19,370
| New | +$528K | ﹤0.01% | 709 |
|