Harvest Investment Services’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 | $466K | Sell |
17,010
-113
| -0.7% | -$3.1K | 0.1% | 197 |
|
2025
Q1 | $503K | Buy |
17,123
+622
| +4% | +$18.3K | 0.14% | 154 |
|
2024
Q4 | $497K | Sell |
16,501
-2,334
| -12% | -$70.3K | 0.12% | 170 |
|
2024
Q3 | $534K | Buy |
18,835
+788
| +4% | +$22.4K | 0.17% | 136 |
|
2024
Q2 | $447K | Sell |
18,047
-454
| -2% | -$11.2K | 0.18% | 118 |
|
2024
Q1 | $476K | Buy |
18,501
+246
| +1% | +$6.33K | 0.19% | 111 |
|
2023
Q4 | $463K | Sell |
18,255
-291
| -2% | -$7.37K | 0.21% | 114 |
|
2023
Q3 | $442K | Buy |
+18,546
| New | +$442K | 0.28% | 89 |
|
2023
Q1 | – | Sell |
-12,557
| Closed | -$297K | – | 142 |
|
2022
Q4 | $297K | Sell |
12,557
-3,701
| -23% | -$87.6K | 0.32% | 91 |
|
2022
Q3 | $346K | Sell |
16,258
-2,178
| -12% | -$46.4K | 0.42% | 74 |
|
2022
Q2 | $475K | Sell |
18,436
-489
| -3% | -$12.6K | 0.36% | 73 |
|
2022
Q1 | $582K | Sell |
18,925
-684
| -3% | -$21K | 0.35% | 83 |
|
2021
Q4 | $534K | Buy |
+19,609
| New | +$534K | 0.23% | 133 |
|