Creative Financial Designs’s InvenTrust Properties IVT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$14.9K	Buy	490 +2	+0.4%	+$60	﹤0.01%	1282
2025 Q4	$13.8K	Buy	488 +2	+0.4%	+$56	﹤0.01%	1273
2025 Q3	$13.9K	Buy	486 +2	+0.4%	+$57	﹤0.01%	1269
2025 Q2	$13.3K	Buy	484 +2	+0.4%	+$56	﹤0.01%	1263
2025 Q1	$14.2K	Buy	482 +1	+0.2%	+$29	﹤0.01%	1190
2024 Q4	$14.5K	Buy	481 +2	+0.4%	+$60	﹤0.01%	1129
2024 Q3	$13.6K	Buy	479 +2	+0.4%	+$55	﹤0.01%	1117
2024 Q2	$11.8K	Sell	477 -376	-44%	-$9.3K	﹤0.01%	1107
2024 Q1	$21.9K	Buy	853 +2	+0.2%	+$50	﹤0.01%	940
2023 Q4	$21.6K	Buy	851 +2	+0.2%	+$50	﹤0.01%	900
2023 Q3	$20.2K	Buy	849 +2	+0.2%	+$48	﹤0.01%	849
2023 Q2	$19.6K	Sell	847 -745	-47%	-$16.8K	﹤0.01%	852
2023 Q1	$37.3K	Buy	1,592 +6	+0.4%	+$142	﹤0.01%	658
2022 Q4	$37.5K	Buy	1,586 +6	+0.4%	+$143	0.01%	623
2022 Q3	$34K	Buy	1,580 +6	+0.4%	+$159	0.01%	621
2022 Q2	$41K	Buy	1,574 +5	+0.3%	+$146	0.01%	585
2022 Q1	$48K	Buy	+1,569	New	+$42.7K	0.01%	571