Concourse Financial Group Securities’s InvenTrust Properties IVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $318K | Sell |
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|
2024
Q3 | $330K | Buy |
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|
2024
Q2 | $285K | Sell |
|
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|
2024
Q1 | $302K | Sell |
|
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|
2023
Q4 | $348K | Buy |
|
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|
2023
Q3 | $304K | Sell |
|
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|
2023
Q2 | $306K | Buy |
|
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|
2023
Q1 | $301K | Hold |
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|
2022
Q4 | $304K | Buy |
|
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|
2022
Q3 | $267K | Buy |
|
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|
2022
Q2 | $314K | Sell |
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|
2022
Q1 | $387K | Sell |
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|
2021
Q4 | $1.4M | Buy |
|