CarsonAllaria Wealth Management’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 | $276K | Buy |
10,083
+54
| +0.5% | +$1.48K | 0.15% | 48 |
|
|
2025
Q1 | $295K | Buy |
10,029
+47
| +0.5% | +$1.38K | 0.17% | 48 |
|
|
2024
Q4 | $301K | Buy |
9,982
+46
| +0.5% | +$1.39K | 0.17% | 49 |
|
|
2024
Q3 | $282K | Buy |
9,936
+53
| +0.5% | +$1.5K | 0.16% | 49 |
|
|
2024
Q2 | $245K | Buy |
9,883
+55
| +0.6% | +$1.36K | 0.15% | 57 |
|
|
2024
Q1 | $253K | Buy |
9,828
+50
| +0.5% | +$1.29K | 0.16% | 57 |
|
|
2023
Q4 | $248K | Buy |
9,778
+49
| +0.5% | +$1.24K | 0.18% | 56 |
|
|
2023
Q3 | $232K | Buy |
9,729
+15
| +0.2% | +$357 | 0.19% | 55 |
|
|
2023
Q2 | $225K | Buy |
9,714
+54
| +0.6% | +$1.25K | 0.18% | 61 |
|
|
2023
Q1 | $226K | Sell |
9,660
-51
| -0.5% | -$1.19K | 0.19% | 61 |
|
|
2022
Q4 | $230K | Buy |
9,711
+50
| +0.5% | +$1.18K | 0.2% | 61 |
|
|
2022
Q3 | $206K | Buy |
9,661
+58
| +0.6% | +$1.24K | 0.19% | 63 |
|
|
2022
Q2 | $248K | Buy |
9,603
+50
| +0.5% | +$1.29K | 0.23% | 53 |
|
|
2022
Q1 | $294K | Sell |
9,553
-9,209
| -49% | -$283K | 0.26% | 48 |
|
|
2021
Q4 | $511K | Buy |
+18,762
| New | +$511K | 0.45% | 34 |
|