Global Retirement Partners’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 | $20.7K | Buy |
+755
| New | +$20.7K | ﹤0.01% | 2271 |
|
|
2024
Q4 | $22.5K | Hold |
748
| – | – | ﹤0.01% | 2025 |
|
|
2024
Q3 | $21.2K | Hold |
748
| – | – | ﹤0.01% | 1959 |
|
|
2024
Q2 | $18.5K | Hold |
748
| – | – | ﹤0.01% | 2027 |
|
|
2024
Q1 | $19.2K | Sell |
748
-400
| -35% | -$10.3K | ﹤0.01% | 1831 |
|
|
2023
Q4 | $28.8K | Hold |
1,148
| – | – | ﹤0.01% | 1582 |
|
|
2023
Q3 | $26.7K | Sell |
1,148
-482
| -30% | -$11.2K | ﹤0.01% | 1533 |
|
|
2023
Q2 | $37.7K | Hold |
1,630
| – | – | ﹤0.01% | 1409 |
|
|
2023
Q1 | $36.5K | Sell |
1,630
-18
| -1% | -$403 | ﹤0.01% | 1372 |
|
|
2022
Q4 | $39K | Buy |
1,648
+900
| +120% | +$21.3K | ﹤0.01% | 1202 |
|
|
2022
Q3 | $19K | Hold |
748
| – | – | ﹤0.01% | 1416 |
|
|
2022
Q2 | $19K | Hold |
748
| – | – | ﹤0.01% | 1366 |
|
|
2022
Q1 | $23K | Buy |
+748
| New | +$23K | ﹤0.01% | 1303 |
|