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