HighMark Wealth Management’s Invitation Homes INVH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Hold	0	–	-$4.46K	–	644
2025 Q2	–	Sell	-136	Closed	-$4.57K	–	407
2025 Q1	$4.74K	Sell	136 -102	-43%	-$3.29K	﹤0.01%	376
2024 Q4	$7.61K	Sell	238 -21	-8%	-$701	﹤0.01%	331
2024 Q3	$9.13K	Sell	259 -16	-6%	-$572	0.01%	313
2024 Q2	$9.87K	Buy	275 +31	+13%	+$1.08K	0.01%	283
2024 Q1	$8.69K	Hold	244	–	–	0.01%	305
2023 Q4	$8.32K	Hold	244	–	–	0.01%	293
2023 Q3	$7.73K	Buy	244 +79	+48%	+$2.71K	0.01%	291
2023 Q2	$5.68K	Buy	165 +10	+6%	+$334	﹤0.01%	335
2023 Q1	$4.84K	Hold	155	–	–	﹤0.01%	401
2022 Q4	$4.59K	Hold	155	–	–	﹤0.01%	349
2022 Q3	$5K	Hold	155	–	–	﹤0.01%	336
2022 Q2	$6K	Sell	155 -7	-4%	-$267	﹤0.01%	321
2022 Q1	$7K	Hold	162	–	–	﹤0.01%	321
2021 Q4	$7K	Hold	162	–	–	﹤0.01%	313
2021 Q3	$6K	Sell	162 -13	-7%	-$521	﹤0.01%	321
2021 Q2	$7K	Buy	+175	New	+$6.19K	0.01%	308