CBIZ Investment Advisory Services’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 | $8.1K | Hold |
293
| – | – | ﹤0.01% | 381 |
|
|
2025
Q1 | $8.68K | Hold |
293
| – | – | ﹤0.01% | 330 |
|
|
2024
Q4 | $8.89K | Sell |
293
-517
| -64% | -$15.7K | ﹤0.01% | 287 |
|
|
2024
Q3 | $23.2K | Buy |
810
+4
| +0.5% | +$115 | ﹤0.01% | 166 |
|
|
2024
Q2 | $20.1K | Sell |
806
-290
| -26% | -$7.25K | ﹤0.01% | 166 |
|
|
2024
Q1 | $28.4K | Buy |
+1,096
| New | +$28.4K | ﹤0.01% | 129 |
|