Cetera Investment Advisers’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 | $1.35M | Sell |
49,233
-228
| -0.5% | -$6.25K | ﹤0.01% | 2128 |
|
|
2025
Q1 | $1.45M | Sell |
49,461
-1,948
| -4% | -$57.2K | ﹤0.01% | 1980 |
|
|
2024
Q4 | $1.55M | Sell |
51,409
-5,019
| -9% | -$151K | ﹤0.01% | 1836 |
|
|
2024
Q3 | $1.6M | Buy |
56,428
+2,464
| +5% | +$69.9K | ﹤0.01% | 1783 |
|
|
2024
Q2 | $1.34M | Buy |
53,964
+168
| +0.3% | +$4.16K | ﹤0.01% | 1858 |
|
|
2024
Q1 | $1.38M | Buy |
+53,796
| New | +$1.38M | ﹤0.01% | 1817 |
|
|
2023
Q1 | – | Sell |
-14,057
| Closed | -$333K | – | 2185 |
|
|
2022
Q4 | $333K | Sell |
14,057
-558
| -4% | -$13.2K | ﹤0.01% | 1595 |
|
|
2022
Q3 | $312K | Sell |
14,615
-4,594
| -24% | -$98.1K | 0.01% | 1242 |
|
|
2022
Q2 | $495K | Sell |
19,209
-4,914
| -20% | -$127K | 0.01% | 1106 |
|
|
2022
Q1 | $743K | Buy |
24,123
+1,578
| +7% | +$48.6K | 0.01% | 934 |
|
|
2021
Q4 | $615K | Buy |
+22,545
| New | +$615K | 0.01% | 1065 |
|