Creative Planning’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 | $964K | Sell |
35,195
-1,221
| -3% | -$33.5K | ﹤0.01% | 1874 |
|
|
2025
Q1 | $1.07M | Buy |
36,416
+26
| +0.1% | +$764 | ﹤0.01% | 1662 |
|
|
2024
Q4 | $1.1M | Sell |
36,390
-1,785
| -5% | -$53.8K | ﹤0.01% | 1580 |
|
|
2024
Q3 | $1.08M | Sell |
38,175
-2,687
| -7% | -$76.2K | ﹤0.01% | 1457 |
|
|
2024
Q2 | $1.01M | Buy |
40,862
+2,360
| +6% | +$58.4K | ﹤0.01% | 1385 |
|
|
2024
Q1 | $990K | Sell |
38,502
-2,676
| -6% | -$68.8K | ﹤0.01% | 1344 |
|
|
2023
Q4 | $1.04M | Buy |
41,178
+268
| +0.7% | +$6.79K | ﹤0.01% | 1202 |
|
|
2023
Q3 | $974K | Buy |
40,910
+3,086
| +8% | +$73.5K | ﹤0.01% | 1170 |
|
|
2023
Q2 | $875K | Buy |
37,824
+2,245
| +6% | +$51.9K | ﹤0.01% | 1200 |
|
|
2023
Q1 | $833K | Sell |
35,579
-2,027
| -5% | -$47.4K | ﹤0.01% | 1162 |
|
|
2022
Q4 | $890K | Buy |
37,606
+4,254
| +13% | +$101K | ﹤0.01% | 1089 |
|
|
2022
Q3 | $711K | Sell |
33,352
-37
| -0.1% | -$789 | ﹤0.01% | 1121 |
|
|
2022
Q2 | $861K | Buy |
33,389
+1,190
| +4% | +$30.7K | ﹤0.01% | 1030 |
|
|
2022
Q1 | $991K | Buy |
32,199
+5,869
| +22% | +$181K | ﹤0.01% | 985 |
|
|
2021
Q4 | $718K | Buy |
+26,330
| New | +$718K | ﹤0.01% | 1112 |
|