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Concurrent Investment Advisors’s InvenTrust Properties IVT Stock Holding History

Concurrent Investment Advisors’s Portfolio IVT Stock Details IVT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$286K Buy
10,445
+1,854
+22% +$50.8K 0.01% 1077
2025
Q1 		$252K Sell
8,591
-2,625
-23% -$77.1K 0.01% 1003
2024
Q4 		$338K Sell
11,216
-295
-3% -$8.89K 0.01% 776
2024
Q3 		$327K Buy
+11,511
New +$327K 0.01% 743