Certified Advisory Corp’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 | $249K | Sell |
9,101
-6,246
| -41% | -$171K | 0.03% | 279 |
|
|
2025
Q1 | $451K | Sell |
15,347
-347
| -2% | -$10.2K | 0.05% | 199 |
|
|
2024
Q4 | $473K | Sell |
15,694
-1,264
| -7% | -$38.1K | 0.05% | 196 |
|
|
2024
Q3 | $481K | Sell |
16,958
-2,860
| -14% | -$81.1K | 0.05% | 195 |
|
|
2024
Q2 | $491K | Sell |
19,818
-2,957
| -13% | -$73.2K | 0.06% | 183 |
|
|
2024
Q1 | $586K | Sell |
22,775
-6,271
| -22% | -$161K | 0.08% | 166 |
|
|
2023
Q4 | $736K | Sell |
29,046
-3,252
| -10% | -$82.4K | 0.11% | 145 |
|
|
2023
Q3 | $769K | Sell |
32,298
-571
| -2% | -$13.6K | 0.14% | 128 |
|
|
2023
Q2 | $761K | Sell |
32,869
-1,808
| -5% | -$41.8K | 0.14% | 129 |
|
|
2023
Q1 | $811K | Sell |
34,677
-2,490
| -7% | -$58.3K | 0.14% | 136 |
|
|
2022
Q4 | $880K | Sell |
37,167
-13,524
| -27% | -$320K | 0.17% | 128 |
|
|
2022
Q3 | $1.08M | Sell |
50,691
-5,140
| -9% | -$110K | 0.25% | 100 |
|
|
2022
Q2 | $1.44M | Sell |
55,831
-4,684
| -8% | -$121K | 0.32% | 81 |
|
|
2022
Q1 | $1.86M | Buy |
+60,515
| New | +$1.86M | 0.4% | 71 |
|