GWWM
Great Waters Wealth Management’s InvenTrust Properties IVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-34,482
| Closed | -$865K | – | 102 |
|
|
2023
Q4 | $865K | Sell |
34,482
-567
| -2% | -$14.2K | 0.15% | 44 |
|
|
2023
Q3 | $841K | Sell |
35,049
-11
| -0% | -$264 | 0.17% | 45 |
|
|
2023
Q2 | $811K | Hold |
35,060
| – | – | 0.16% | 45 |
|
|
2023
Q1 | $791K | Hold |
35,060
| – | – | 0.17% | 46 |
|
|
2022
Q4 | $863K | Buy |
+35,060
| New | +$863K | 0.19% | 42 |
|