Charles Schwab’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 | $38.6M | Buy |
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|
2025
Q1 | $38.6M | Buy |
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|
2024
Q4 | $38.5M | Buy |
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|
2024
Q3 | $33.5M | Buy |
|
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|
2024
Q2 | $24.9M | Buy |
|
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|
2024
Q1 | $24.4M | Buy |
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|
2023
Q4 | $22.2M | Buy |
|
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|
2023
Q3 | $20.4M | Sell |
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|
2023
Q2 | $22.1M | Buy |
|
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|
2023
Q1 | $20.8M | Buy |
|
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|
2022
Q4 | $20.5M | Buy |
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|
2022
Q3 | $17M | Buy |
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|
2022
Q2 | $20.2M | Buy |
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|
2022
Q1 | $20M | Buy |
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|
2021
Q4 | $17.2M | Buy |
|