Global Financial Private Client’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
Sell
2025
Q1
$169K Hold
2024
Q4
$173K Sell
2024
Q3
$170K Hold
2024
Q2
$148K Buy
2024
Q1
$124K Hold
2023
Q4
$126K Hold
2023
Q3
$116K Hold
2023
Q2
$118K Hold
2023
Q1
$117K Hold
2022
Q4
$118K Hold
2022
Q3
$108K Hold
2022
Q2
$130K Buy
2022
Q1
$105K Hold
2021
Q4
$91.8K Buy
2021
Q3
$32.9K Sell
2021
Q2
$32.9K Buy