Harvest Investment Services’s InvenTrust Properties IVT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$284K	Sell	9,329 -540	-5%	-$16.3K	0.05%	275
2025 Q4	$278K	Sell	9,869 -83	-0.8%	-$2.34K	0.05%	274
2025 Q3	$285K	Sell	9,952 -7,058	-41%	-$200K	0.06%	260
2025 Q2	$466K	Sell	17,010 -113	-0.7%	-$3.14K	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%	-$70.2K	0.12%	170
2024 Q3	$534K	Buy	18,835 +788	+4%	+$21.9K	0.17%	136
2024 Q2	$447K	Sell	18,047 -454	-2%	-$11.2K	0.18%	118
2024 Q1	$476K	Buy	18,501 +246	+1%	+$6.2K	0.19%	111
2023 Q4	$463K	Sell	18,255 -291	-2%	-$7.25K	0.21%	114
2023 Q3	$442K	Buy	+18,546	New	+$446K	0.28%	89
2023 Q1	–	Sell	-12,557	Closed	-$297K	–	142
2022 Q4	$297K	Sell	12,557 -3,701	-23%	-$88.3K	0.32%	91
2022 Q3	$346K	Sell	16,258 -2,178	-12%	-$57.8K	0.42%	74
2022 Q2	$475K	Sell	18,436 -489	-3%	-$14.3K	0.36%	73
2022 Q1	$582K	Sell	18,925 -684	-3%	-$18.6K	0.35%	83
2021 Q4	$534K	Buy	+19,609	New	+$495K	0.23%	133