IFP Advisors’s InvenTrust Properties IVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $134K | Sell |
4,515
-155
| -3% | -$4.6K | ﹤0.01% | 1476 |
|
|
2025
Q1 | $137K | Sell |
4,670
-3,849
| -45% | -$113K | ﹤0.01% | 1353 |
|
|
2024
Q4 | $257K | Sell |
8,519
-350
| -4% | -$10.5K | 0.01% | 1019 |
|
|
2024
Q3 | $252K | Sell |
8,869
-210
| -2% | -$5.96K | 0.01% | 982 |
|
|
2024
Q2 | $225K | Buy |
9,079
+3,106
| +52% | +$76.9K | 0.01% | 988 |
|
|
2024
Q1 | $154K | Hold |
5,973
| – | – | 0.01% | 1124 |
|
|
2023
Q4 | $151K | Sell |
5,973
-694
| -10% | -$17.6K | 0.01% | 1084 |
|
|
2023
Q3 | $159K | Sell |
6,667
-147
| -2% | -$3.5K | 0.01% | 1062 |
|
|
2023
Q2 | $158K | Sell |
6,814
-728
| -10% | -$16.8K | 0.01% | 1132 |
|
|
2023
Q1 | $218K | Sell |
7,542
-3,955
| -34% | -$114K | 0.01% | 918 |
|
|
2022
Q4 | $331K | Sell |
11,497
-1,148
| -9% | -$33.1K | 0.01% | 1092 |
|
|
2022
Q3 | $364K | Buy |
12,645
+259
| +2% | +$7.46K | 0.01% | 1081 |
|
|
2022
Q2 | $357K | Hold |
12,386
| – | – | 0.01% | 990 |
|
|
2022
Q1 | $357K | Buy |
12,386
+6,741
| +119% | +$194K | 0.01% | 990 |
|
|
2021
Q4 | $153K | Buy |
5,645
+444
| +9% | +$12K | ﹤0.01% | 1067 |
|
|
2021
Q3 | $103K | Buy |
+5,201
| New | +$103K | ﹤0.01% | 1249 |
|