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
2026 Q1	$35.3K	Buy	1,159 +168	+17%	+$5.06K	﹤0.01%	2142
2025 Q4	$28K	Sell	991 -373	-27%	-$10.5K	﹤0.01%	2163
2025 Q3	$39K	Sell	1,364 -5	-0.4%	-$142	﹤0.01%	1887
2025 Q2	$37.5K	Buy	1,369 +418	+44%	+$11.6K	﹤0.01%	1811
2025 Q1	$27.9K	Sell	951 -4,182	-81%	-$123K	﹤0.01%	1513
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%	+$495	﹤0.01%	1115
2024 Q1	$41.8K	Sell	1,651 -79	-5%	-$1.99K	﹤0.01%	1056
2023 Q4	$43.8K	Buy	1,730 +271	+19%	+$6.75K	﹤0.01%	954
2023 Q3	$34.7K	Buy	1,459 +95	+7%	+$2.29K	﹤0.01%	942
2023 Q2	$31.6K	Sell	1,364 -304	-18%	-$6.86K	﹤0.01%	998
2023 Q1	$39K	Buy	1,668 +1,000	+150%	+$23.6K	﹤0.01%	877
2022 Q4	$15.8K	Buy	668 +364	+120%	+$8.69K	﹤0.01%	1145
2022 Q3	$6K	Hold	304	–	–	﹤0.01%	1294
2022 Q2	$8K	Sell	304 -1,629	-84%	-$47.7K	﹤0.01%	1111
2022 Q1	$59K	Hold	1,933	–	–	0.02%	439
2021 Q4	$53K	Buy	+1,933	New	+$48.8K	0.01%	417