Clearstead Advisors’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 | $7.86K | Hold |
287
| – | – | ﹤0.01% | 1963 |
|
|
2025
Q1 | $8.43K | Hold |
287
| – | – | ﹤0.01% | 1648 |
|
|
2024
Q4 | $8.65K | Hold |
287
| – | – | ﹤0.01% | 1606 |
|
|
2024
Q3 | $8.14K | Hold |
287
| – | – | ﹤0.01% | 1621 |
|
|
2024
Q2 | $7.11K | Hold |
287
| – | – | ﹤0.01% | 1615 |
|
|
2024
Q1 | $7.13K | Hold |
287
| – | – | ﹤0.01% | 1120 |
|
|
2023
Q4 | $7.27K | Sell |
287
-287
| -50% | -$7.27K | ﹤0.01% | 1108 |
|
|
2023
Q3 | $13.7K | Buy |
574
+287
| +100% | +$6.83K | ﹤0.01% | 1075 |
|
|
2023
Q2 | $6.64K | Hold |
287
| – | – | ﹤0.01% | 1019 |
|
|
2023
Q1 | $6.72K | Hold |
287
| – | – | ﹤0.01% | 994 |
|
|
2022
Q4 | $6.79K | Buy |
+287
| New | +$6.79K | ﹤0.01% | 951 |
|