HAG
HighPoint Advisor Group’s InvenTrust Properties IVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Sell |
39,212
-1,269
| -3% | -$34.8K | 0.06% | 238 |
|
|
2025
Q1 | $1.13M | Sell |
40,481
-329
| -0.8% | -$9.2K | 0.07% | 222 |
|
|
2024
Q4 | $1.23M | Sell |
40,810
-1,731
| -4% | -$52.2K | 0.07% | 215 |
|
|
2024
Q3 | $1.26M | Sell |
42,541
-906
| -2% | -$26.8K | 0.07% | 204 |
|
|
2024
Q2 | $1.2M | Sell |
43,447
-418
| -1% | -$11.6K | 0.07% | 198 |
|
|
2024
Q1 | $1.09M | Sell |
43,865
-2,718
| -6% | -$67.5K | 0.08% | 205 |
|
|
2023
Q4 | $1.14M | Buy |
+46,583
| New | +$1.14M | 0.08% | 198 |
|
|
2022
Q2 | $1.85M | Buy |
+71,474
| New | +$1.85M | 0.2% | 91 |
|