Cerity Partners’s Itron ITRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $715K | Buy |
5,431
+503
| +10% | +$66.2K | ﹤0.01% | 1685 |
|
|
2025
Q1 | $516K | Buy |
4,928
+1,701
| +53% | +$178K | ﹤0.01% | 1732 |
|
|
2024
Q4 | $347K | Sell |
3,227
-1,026
| -24% | -$110K | ﹤0.01% | 1965 |
|
|
2024
Q3 | $454K | Buy |
+4,253
| New | +$454K | ﹤0.01% | 1823 |
|
|
2024
Q2 | – | Sell |
-2,389
| Closed | -$221K | – | 2307 |
|
|
2024
Q1 | $221K | Buy |
+2,389
| New | +$221K | ﹤0.01% | 2053 |
|
|
2023
Q2 | – | Sell |
-422
| Closed | -$1.09M | – | 1804 |
|
|
2023
Q1 | $1.09M | Buy |
+422
| New | +$1.09M | ﹤0.01% | 941 |
|