Geneos Wealth Management’s InvenTrust Properties IVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $611K | Sell |
22,286
-16,961
| -43% | -$465K | 0.01% | 654 |
|
|
2025
Q1 | $1.16M | Buy |
39,247
+21,831
| +125% | +$646K | 0.02% | 625 |
|
|
2024
Q4 | $525K | Buy |
17,416
+1,910
| +12% | +$57.5K | 0.02% | 573 |
|
|
2024
Q3 | $440K | Buy |
15,506
+1
| +0% | +$28 | 0.02% | 589 |
|
|
2024
Q2 | $384K | Sell |
15,505
-295
| -2% | -$7.3K | 0.02% | 559 |
|
|
2024
Q1 | $406K | Sell |
15,800
-632
| -4% | -$16.2K | 0.02% | 544 |
|
|
2023
Q4 | $416K | Sell |
16,432
-531
| -3% | -$13.5K | 0.02% | 525 |
|
|
2023
Q3 | $404K | Buy |
16,963
+104
| +0.6% | +$2.48K | 0.02% | 507 |
|
|
2023
Q2 | $390K | Sell |
16,859
-1,274
| -7% | -$29.5K | 0.02% | 511 |
|
|
2023
Q1 | $424K | Sell |
18,133
-1,809
| -9% | -$42.3K | 0.03% | 478 |
|
|
2022
Q4 | $472K | Sell |
19,942
-4,328
| -18% | -$102K | 0.03% | 436 |
|
|
2022
Q3 | $517K | Sell |
24,270
-37,842
| -61% | -$806K | 0.04% | 386 |
|
|
2022
Q2 | $1.61M | Buy |
62,112
+178
| +0.3% | +$4.63K | 0.08% | 236 |
|
|
2022
Q1 | $1.91M | Buy |
+61,934
| New | +$1.91M | 0.08% | 232 |
|