Crewe Advisors’s InvenTrust Properties IVT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-11,197
Closed -$239K 1150
2022
Q3
$239K Hold
11,197
0.04% 121
2022
Q2
$289K Sell
11,197
-1,624
-13% -$41.9K 0.06% 95
2022
Q1
$395K Sell
12,821
-3,485
-21% -$107K 0.08% 66
2021
Q4
$445K Buy
+16,306
New +$445K 0.09% 52