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 |
|