Commonwealth Equity Services’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
$3.39M Sell
123,872
-6,477
-5% -$177K ﹤0.01% 1599
2025
Q1
$3.83M Sell
130,349
-1,988
-2% -$58.4K 0.01% 1451
2024
Q4
$3.99M Sell
132,337
-32,871
-20% -$990K 0.01% 1384
2024
Q3
$4.69M Sell
165,208
-53,245
-24% -$1.51M 0.01% 1260
2024
Q2
$5.41M Sell
218,453
-12,847
-6% -$318K 0.01% 1141
2024
Q1
$5.95M Buy
231,300
+17,091
+8% +$439K 0.01% 1064
2023
Q4
$5.43M Sell
214,209
-27,760
-11% -$703K 0.01% 1055
2023
Q3
$5.76M Sell
241,969
-12,845
-5% -$306K 0.01% 962
2023
Q2
$5.9M Sell
254,814
-46,392
-15% -$1.07M 0.01% 944
2023
Q1
$7.05K Sell
301,206
-16,850
-5% -$394 0.01% 838
2022
Q4
$7.53M Sell
318,056
-14,995
-5% -$355K 0.02% 761
2022
Q3
$7.1M Sell
333,051
-10,632
-3% -$227K 0.02% 733
2022
Q2
$8.86M Sell
343,683
-5,780
-2% -$149K 0.02% 631
2022
Q1
$10.8M Sell
349,463
-42,641
-11% -$1.31M 0.02% 600
2021
Q4
$10.7M Buy
+392,104
New +$10.7M 0.02% 580