Householder Group Estate & Retirement Specialist’s InvenTrust Properties IVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,030
| Closed | -$29K | – | 874 |
|
|
2024
Q3 | $29K | Hold |
1,030
| – | – | 0.01% | 599 |
|
|
2024
Q2 | $25K | Hold |
1,030
| – | – | 0.01% | 629 |
|
|
2024
Q1 | $26.5K | Hold |
1,030
| – | – | 0.01% | 607 |
|
|
2023
Q4 | $26K | Hold |
1,030
| – | – | 0.01% | 581 |
|
|
2023
Q3 | $24.5K | Buy |
+1,030
| New | +$24.5K | 0.01% | 593 |
|
|
2023
Q1 | $15K | Hold |
647
| – | – | 0.01% | 701 |
|
|
2022
Q4 | $15K | Hold |
647
| – | – | 0.02% | 191 |
|
|
2022
Q3 | $13K | Buy |
+647
| New | +$13K | 0.01% | 668 |
|