Integrated Wealth Concepts’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
Q1 | – | Sell |
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|
2024
Q4 | $213K | Sell |
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|
2024
Q3 | $214K | Sell |
|
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|
2024
Q2 | $263K | Sell |
|
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|
2024
Q1 | $274K | Sell |
|
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|
2023
Q4 | $284K | Sell |
|
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|
2023
Q3 | $309K | Sell |
|
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|
2023
Q2 | $302K | Buy |
|
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|
2023
Q1 | $287K | Sell |
|
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|
2022
Q4 | $315K | Sell |
|
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|
2022
Q3 | $357K | Sell |
|
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|
2022
Q2 | $474K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $955K | Buy |
|