FWM
IVT icon

Foresight Wealth Management’s InvenTrust Properties IVT Stock Holding History

Foresight Wealth Management’s Portfolio IVT Stock Details IVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-8,979
Closed -$276K – 122
2022
Q1 		$276K Sell
8,979
-1,031
-10% -$31.7K 0.05% 83
2021
Q4 		$273K Buy
+10,010
New +$273K ﹤0.01% 97