EverSource Wealth Advisors’s InvenTrust Properties IVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.5K | Buy |
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|
2025
Q1 | $27.9K | Sell |
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|
2024
Q4 | $155K | Buy |
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|
2024
Q3 | $47.4K | Hold |
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|
2024
Q2 | $47.1K | Buy |
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|
2024
Q1 | $41.8K | Sell |
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|
2023
Q4 | $43.8K | Buy |
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|
2023
Q3 | $34.7K | Buy |
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|
2023
Q2 | $31.6K | Sell |
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|
2023
Q1 | $39K | Buy |
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|
2022
Q4 | $15.8K | Buy |
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|
2022
Q3 | $6K | Hold |
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|
2022
Q2 | $8K | Sell |
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|
2022
Q1 | $59K | Hold |
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|
2021
Q4 | $53K | Buy |
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