IFP Advisors’s InvenTrust Properties IVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $134K | Sell |
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|
2025
Q1 | $137K | Sell |
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|
2024
Q4 | $257K | Sell |
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|
2024
Q3 | $252K | Sell |
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|
2024
Q2 | $225K | Buy |
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|
2024
Q1 | $154K | Hold |
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|
2023
Q4 | $151K | Sell |
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|
2023
Q3 | $159K | Sell |
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|
2023
Q2 | $158K | Sell |
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|
2023
Q1 | $218K | Sell |
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|
2022
Q4 | $331K | Sell |
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|
2022
Q3 | $364K | Buy |
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|
2022
Q2 | $357K | Hold |
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|
2022
Q1 | $357K | Buy |
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|
2021
Q4 | $153K | Buy |
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|
2021
Q3 | $103K | Buy |
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