International Assets Investment Management’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 | $207K | Hold |
7,567
| – | – | 0.02% | 753 |
|
|
2025
Q1 | $222K | Sell |
7,567
-875
| -10% | -$25.7K | 0.02% | 669 |
|
|
2024
Q4 | $251K | Sell |
8,442
-253,215
| -97% | -$7.54M | 0.02% | 643 |
|
|
2024
Q3 | $9.22K | Buy |
261,657
+248,050
| +1,823% | +$8.74K | 0.03% | 443 |
|
|
2024
Q2 | $337K | Buy |
13,607
+1,831
| +16% | +$45.3K | 0.03% | 500 |
|
|
2024
Q1 | $294K | Buy |
+11,776
| New | +$294K | 0.03% | 537 |
|
|
2022
Q1 | – | Sell |
-8,470
| Closed | -$231K | – | 536 |
|
|
2021
Q4 | $231K | Buy |
+8,470
| New | +$231K | 0.04% | 420 |
|