Creative Planning’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
Q2 | $964K | Sell |
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|
2025
Q1 | $1.07M | Buy |
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|
2024
Q4 | $1.1M | Sell |
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|
2024
Q3 | $1.08M | Sell |
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|
2024
Q2 | $1.01M | Buy |
|
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|
2024
Q1 | $990K | Sell |
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|
2023
Q4 | $1.04M | Buy |
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|
2023
Q3 | $974K | Buy |
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|
2023
Q2 | $875K | Buy |
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|
2023
Q1 | $833K | Sell |
|
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|
2022
Q4 | $890K | Buy |
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|
2022
Q3 | $711K | Sell |
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|
2022
Q2 | $861K | Buy |
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|
2022
Q1 | $991K | Buy |
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|
2021
Q4 | $718K | Buy |
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