HCM
HGI Capital Management’s InvenTrust Properties IVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-167,240
| Closed | -$4.14M | – | 21 |
|
|
2024
Q2 | $4.14M | Buy |
167,240
+43,049
| +35% | +$1.07M | 3.89% | 8 |
|
|
2024
Q1 | $3.19M | Sell |
124,191
-31,918
| -20% | -$821K | 3.44% | 15 |
|
|
2023
Q4 | $3.96M | Sell |
156,109
-41,672
| -21% | -$1.06M | 4.5% | 10 |
|
|
2023
Q3 | $4.71M | Buy |
+197,781
| New | +$4.71M | 5.35% | 4 |
|