Cetera Advisors’s InvenTrust Properties IVT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | $602K | Buy |
23,429
+2,933
| +14% | +$75.4K | ﹤0.01% | 1486 |
|
2023
Q4 | $519K | Sell |
20,496
-1,179
| -5% | -$29.9K | 0.01% | 1104 |
|
2023
Q3 | $516K | Sell |
21,675
-4,502
| -17% | -$107K | 0.01% | 1052 |
|
2023
Q2 | $606K | Sell |
26,177
-1,074
| -4% | -$24.9K | 0.01% | 952 |
|
2023
Q1 | $638K | Sell |
27,251
-5,602
| -17% | -$131K | 0.01% | 891 |
|
2022
Q4 | $778K | Sell |
32,853
-2,015
| -6% | -$47.7K | 0.01% | 770 |
|
2022
Q3 | $744K | Sell |
34,868
-28,676
| -45% | -$612K | 0.02% | 623 |
|
2022
Q2 | $1.64M | Buy |
63,544
+3,968
| +7% | +$102K | 0.04% | 436 |
|
2022
Q1 | $1.83M | Sell |
59,576
-18,968
| -24% | -$584K | 0.04% | 437 |
|
2021
Q4 | $2.14M | Buy |
+78,544
| New | +$2.14M | 0.04% | 382 |
|