Dakota Wealth Management’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 | $212K | Hold |
7,726
| – | – | ﹤0.01% | 718 |
|
|
2025
Q1 | $227K | Sell |
7,726
-2,590
| -25% | -$76.1K | 0.01% | 682 |
|
|
2024
Q4 | $311K | Hold |
10,316
| – | – | 0.01% | 596 |
|
|
2024
Q3 | $293K | Hold |
10,316
| – | – | 0.01% | 594 |
|
|
2024
Q2 | $255K | Sell |
10,316
-2,956
| -22% | -$73.2K | 0.01% | 608 |
|
|
2024
Q1 | $341K | Sell |
13,272
-757
| -5% | -$19.5K | 0.01% | 563 |
|
|
2023
Q4 | $355K | Buy |
+14,029
| New | +$355K | 0.01% | 477 |
|