Carson Wealth (CWM LLC)’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
Q3 | $257K | Buy |
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|
2025
Q2 | $237K | Sell |
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|
2025
Q1 | $256K | Sell |
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|
2024
Q4 | $275K | Buy |
|
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|
2024
Q3 | $256K | Buy |
|
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|
2024
Q2 | $204K | Sell |
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|
2024
Q1 | $214K | Sell |
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|
2023
Q4 | $304K | Sell |
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|
2023
Q3 | $310K | Sell |
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|
2023
Q2 | $328K | Sell |
|
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|
2023
Q1 | $461K | Buy |
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|
2022
Q4 | $424K | Sell |
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|
2022
Q3 | $418K | Buy |
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|
2022
Q2 | $428K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $528K | Buy |
|