Destiny Wealth Partners’s InvenTrust Properties IVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,781
| Closed | -$65.8K | – | 405 |
|
|
2022
Q4 | $65.8K | Hold |
2,781
| – | – | 0.01% | 258 |
|
|
2022
Q3 | $59K | Hold |
2,781
| – | – | 0.01% | 262 |
|
|
2022
Q2 | $72K | Buy |
2,781
+511
| +23% | +$13.2K | 0.02% | 250 |
|
|
2022
Q1 | $70K | Hold |
2,270
| – | – | 0.01% | 283 |
|
|
2021
Q4 | $62K | Buy |
+2,270
| New | +$62K | 0.01% | 293 |
|