Cherry Tree Wealth Management’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 | $20.7K | Hold |
754
| – | – | ﹤0.01% | 341 |
|
|
2025
Q1 | $22.1K | Hold |
754
| – | – | 0.01% | 341 |
|
|
2024
Q4 | $22.7K | Hold |
754
| – | – | 0.01% | 320 |
|
|
2024
Q3 | $21.4K | Hold |
754
| – | – | 0.01% | 337 |
|
|
2024
Q2 | $18.7K | Hold |
754
| – | – | ﹤0.01% | 336 |
|
|
2024
Q1 | $19.4K | Hold |
754
| – | – | ﹤0.01% | 319 |
|
|
2023
Q4 | $19.1K | Hold |
754
| – | – | 0.01% | 307 |
|
|
2023
Q3 | $18K | Hold |
754
| – | – | 0.01% | 299 |
|
|
2023
Q2 | $17.4K | Buy |
+754
| New | +$17.4K | 0.01% | 298 |
|