EverSource Wealth Advisors’s InvenTrust Properties IVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.5K | Buy |
1,369
+418
| +44% | +$11.5K | ﹤0.01% | 1804 |
|
|
2025
Q1 | $27.9K | Sell |
951
-4,182
| -81% | -$123K | ﹤0.01% | 1511 |
|
|
2024
Q4 | $155K | Buy |
5,133
+3,462
| +207% | +$104K | 0.01% | 758 |
|
|
2024
Q3 | $47.4K | Hold |
1,671
| – | – | ﹤0.01% | 1094 |
|
|
2024
Q2 | $47.1K | Buy |
1,671
+20
| +1% | +$563 | ﹤0.01% | 1115 |
|
|
2024
Q1 | $41.8K | Sell |
1,651
-79
| -5% | -$2K | ﹤0.01% | 1056 |
|
|
2023
Q4 | $43.8K | Buy |
1,730
+271
| +19% | +$6.87K | ﹤0.01% | 954 |
|
|
2023
Q3 | $34.7K | Buy |
1,459
+95
| +7% | +$2.26K | ﹤0.01% | 942 |
|
|
2023
Q2 | $31.6K | Sell |
1,364
-304
| -18% | -$7.04K | ﹤0.01% | 998 |
|
|
2023
Q1 | $39K | Buy |
1,668
+1,000
| +150% | +$23.4K | ﹤0.01% | 876 |
|
|
2022
Q4 | $15.8K | Buy |
668
+364
| +120% | +$8.62K | ﹤0.01% | 1145 |
|
|
2022
Q3 | $6K | Hold |
304
| – | – | ﹤0.01% | 1294 |
|
|
2022
Q2 | $8K | Sell |
304
-1,629
| -84% | -$42.9K | ﹤0.01% | 1111 |
|
|
2022
Q1 | $59K | Hold |
1,933
| – | – | 0.02% | 439 |
|
|
2021
Q4 | $53K | Buy |
+1,933
| New | +$53K | 0.01% | 417 |
|