Halpern Financial’s InvenTrust Properties IVT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $17.6K | Hold |
616
| – | – | ﹤0.01% | 134 |
|
2024
Q2 | $15.3K | Hold |
616
| – | – | ﹤0.01% | 139 |
|
2024
Q1 | $15K | Hold |
616
| – | – | ﹤0.01% | 149 |
|
2023
Q4 | $15.5K | Hold |
616
| – | – | ﹤0.01% | 161 |
|
2023
Q3 | $14.7K | Hold |
616
| – | – | 0.01% | 139 |
|
2023
Q2 | $14.3K | Hold |
616
| – | – | ﹤0.01% | 130 |
|
2023
Q1 | $14.4K | Hold |
616
| – | – | 0.01% | 119 |
|
2022
Q4 | $14.6K | Hold |
616
| – | – | 0.01% | 121 |
|
2022
Q3 | $13.1K | Hold |
616
| – | – | 0.01% | 133 |
|
2022
Q2 | $15.9K | Buy |
+616
| New | +$15.9K | 0.01% | 135 |
|