GPS Wealth Strategies Group’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 | $12.5K | Hold |
455
| – | – | ﹤0.01% | 974 |
|
|
2025
Q1 | $13.4K | Hold |
455
| – | – | ﹤0.01% | 934 |
|
|
2024
Q4 | $13.7K | Hold |
455
| – | – | ﹤0.01% | 880 |
|
|
2024
Q3 | $12.9K | Buy |
455
+70
| +18% | +$1.99K | ﹤0.01% | 896 |
|
|
2024
Q2 | $9.53K | Hold |
385
| – | – | ﹤0.01% | 925 |
|
|
2024
Q1 | $9.9K | Hold |
385
| – | – | ﹤0.01% | 861 |
|
|
2023
Q4 | $9.76K | Hold |
385
| – | – | ﹤0.01% | 843 |
|
|
2023
Q3 | $9.17K | Hold |
385
| – | – | ﹤0.01% | 855 |
|
|
2023
Q2 | $8.91K | Hold |
385
| – | – | ﹤0.01% | 866 |
|
|
2023
Q1 | $9.01K | Buy |
+385
| New | +$9.01K | ﹤0.01% | 861 |
|
|
2022
Q4 | – | Sell |
-385
| Closed | -$8K | – | 608 |
|
|
2022
Q3 | $8K | Hold |
385
| – | – | ﹤0.01% | 809 |
|
|
2022
Q2 | $10K | Buy |
+385
| New | +$10K | ﹤0.01% | 759 |
|
|
2022
Q1 | – | Sell |
-385
| Closed | -$10K | – | 1084 |
|
|
2021
Q4 | $10K | Buy |
+385
| New | +$10K | ﹤0.01% | 733 |
|