Certified Advisory Corp’s InvenTrust Properties IVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $249K | Sell |
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|
2025
Q1 | $451K | Sell |
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|
2024
Q4 | $473K | Sell |
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|
2024
Q3 | $481K | Sell |
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|
2024
Q2 | $491K | Sell |
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|
2024
Q1 | $586K | Sell |
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|
2023
Q4 | $736K | Sell |
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|
2023
Q3 | $769K | Sell |
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|
2023
Q2 | $761K | Sell |
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|
2023
Q1 | $811K | Sell |
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|
2022
Q4 | $880K | Sell |
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|
2022
Q3 | $1.08M | Sell |
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|
2022
Q2 | $1.44M | Sell |
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|
2022
Q1 | $1.86M | Buy |
|