Centaurus Financial’s InvenTrust Properties IVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,276
| Closed | -$110K | – | 823 |
|
|
2024
Q1 | $110K | Sell |
4,276
-935
| -18% | -$24.1K | 0.01% | 740 |
|
|
2023
Q4 | $132K | Sell |
5,211
-1,727
| -25% | -$43.7K | 0.01% | 692 |
|
|
2023
Q3 | $165K | Sell |
6,938
-66
| -0.9% | -$1.57K | 0.01% | 611 |
|
|
2023
Q2 | $162K | Sell |
7,004
-927
| -12% | -$21.4K | 0.01% | 618 |
|
|
2023
Q1 | $186K | Sell |
7,931
-1,624
| -17% | -$38.1K | 0.01% | 688 |
|
|
2022
Q4 | $226K | Buy |
9,555
+1,431
| +18% | +$33.8K | 0.02% | 575 |
|
|
2022
Q3 | $173K | Hold |
8,124
| – | – | 0.02% | 653 |
|
|
2022
Q2 | $210K | Buy |
8,124
+1,422
| +21% | +$36.8K | 0.02% | 595 |
|
|
2022
Q1 | $206K | Buy |
6,702
+1,507
| +29% | +$46.3K | 0.02% | 658 |
|
|
2021
Q4 | $142K | Buy |
+5,195
| New | +$142K | 0.01% | 778 |
|