Clearstead Advisors’s InvenTrust Properties IVT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.74K	Hold	287	–	–	﹤0.01%	1622
2025 Q4	$8.1K	Hold	287	–	–	﹤0.01%	1925
2025 Q3	$8.21K	Hold	287	–	–	﹤0.01%	1982
2025 Q2	$7.86K	Hold	287	–	–	﹤0.01%	1968
2025 Q1	$8.43K	Hold	287	–	–	﹤0.01%	1652
2024 Q4	$8.65K	Hold	287	–	–	﹤0.01%	1609
2024 Q3	$8.14K	Hold	287	–	–	﹤0.01%	1623
2024 Q2	$7.11K	Hold	287	–	–	﹤0.01%	1616
2024 Q1	$7.13K	Hold	287	–	–	﹤0.01%	1121
2023 Q4	$7.27K	Sell	287 -287	-50%	-$7.15K	﹤0.01%	1110
2023 Q3	$13.7K	Buy	574 +287	+100%	+$6.9K	﹤0.01%	1076
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	+$6.85K	﹤0.01%	952