Cerity Partners’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 | $368K | Sell |
13,424
-1,420
| -10% | -$38.9K | ﹤0.01% | 2037 |
|
|
2025
Q1 | $436K | Buy |
14,844
+545
| +4% | +$16K | ﹤0.01% | 1841 |
|
|
2024
Q4 | $430K | Sell |
14,299
-218
| -2% | -$6.56K | ﹤0.01% | 1845 |
|
|
2024
Q3 | $412K | Buy |
+14,517
| New | +$412K | ﹤0.01% | 1883 |
|
|
2024
Q2 | – | Sell |
-8,270
| Closed | -$213K | – | 2308 |
|
|
2024
Q1 | $213K | Sell |
8,270
-4,616
| -36% | -$119K | ﹤0.01% | 2081 |
|
|
2023
Q4 | $327K | Buy |
+12,886
| New | +$327K | ﹤0.01% | 1461 |
|