Executive Wealth Management’s InvenTrust Properties IVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $292K | Hold |
|
|||||
|
2024
Q3 | $275K | Hold |
|
|||||
|
2024
Q2 | $240K | Buy |
|
|||||
|
2024
Q1 | $232K | Hold |
|
|||||
|
2023
Q4 | $236K | Hold |
|
|||||
|
2023
Q3 | $222K | Hold |
|
|||||
|
2023
Q2 | $215K | Sell |
|
|||||
|
2023
Q1 | $2.53M | Sell |
|
|||||
|
2022
Q4 | $3.23M | Buy |
|
|||||
|
2022
Q3 | $2.9K | Sell |
|
|||||
|
2022
Q2 | $3.53M | Sell |
|
|||||
|
2022
Q1 | $4.25M | Buy |
|