CM Wealth Advisors’s Invitation Homes INVH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-11,515
Closed -$403K 123
2024
Q1
$403K Buy
+11,515
New +$403K 0.12% 101
2023
Q3
Sell
-16,107
Closed -$571K 122
2023
Q2
$571K Buy
+16,107
New +$571K 0.19% 59