GFPC
Global Financial Private Client’s InvenTrust Properties IVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,752
| Closed | -$169K | – | 894 |
|
|
2025
Q1 | $169K | Hold |
5,752
| – | – | 0.06% | 214 |
|
|
2024
Q4 | $173K | Sell |
5,752
-240
| -4% | -$7.23K | 0.07% | 211 |
|
|
2024
Q3 | $170K | Hold |
5,992
| – | – | 0.07% | 208 |
|
|
2024
Q2 | $148K | Buy |
5,992
+1,000
| +20% | +$24.8K | 0.06% | 203 |
|
|
2024
Q1 | $124K | Hold |
4,992
| – | – | 0.05% | 213 |
|
|
2023
Q4 | $126K | Hold |
4,992
| – | – | 0.06% | 205 |
|
|
2023
Q3 | $116K | Hold |
4,992
| – | – | 0.06% | 204 |
|
|
2023
Q2 | $118K | Hold |
4,992
| – | – | 0.06% | 207 |
|
|
2023
Q1 | $117K | Hold |
4,992
| – | – | 0.06% | 192 |
|
|
2022
Q4 | $118K | Hold |
4,992
| – | – | 0.07% | 183 |
|
|
2022
Q3 | $108K | Hold |
4,992
| – | – | 0.06% | 191 |
|
|
2022
Q2 | $130K | Buy |
4,992
+1,623
| +48% | +$42.2K | 0.07% | 169 |
|
|
2022
Q1 | $105K | Hold |
3,369
| – | – | 0.05% | 186 |
|
|
2021
Q4 | $91.8K | Buy |
3,369
+2,229
| +196% | +$60.8K | 0.04% | 215 |
|
|
2021
Q3 | $32.9K | Sell |
1,140
-10,258
| -90% | -$296K | 0.02% | 275 |
|
|
2021
Q2 | $32.9K | Buy |
+11,398
| New | +$32.9K | 0.02% | 280 |
|