Investmark Advisory Group’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
Q3 | $211K | Buy |
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|
2025
Q2 | $202K | Buy |
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|
2025
Q1 | $216K | Sell |
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|
2024
Q4 | $225K | Sell |
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|
2024
Q3 | $226K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $216K | Sell |
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|
2023
Q4 | $225K | Buy |
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|
2023
Q3 | $211K | Sell |
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|
2023
Q2 | $210K | Sell |
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|
2023
Q1 | $237K | Buy |
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|
2022
Q4 | $227K | Sell |
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|
2022
Q3 | $216K | Sell |
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|
2022
Q2 | $296K | Sell |
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|
2022
Q1 | $425K | Sell |
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|
2021
Q4 | $394K | Buy |
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