Investmark Advisory Group’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 | $202K | Buy |
7,365
+11
| +0.1% | +$301 | 0.09% | 126 |
|
|
2025
Q1 | $216K | Sell |
7,354
-124
| -2% | -$3.64K | 0.11% | 114 |
|
|
2024
Q4 | $225K | Sell |
7,478
-488
| -6% | -$14.7K | 0.11% | 110 |
|
|
2024
Q3 | $226K | Buy |
+7,966
| New | +$226K | 0.11% | 113 |
|
|
2024
Q2 | – | Sell |
-8,406
| Closed | -$216K | – | 118 |
|
|
2024
Q1 | $216K | Sell |
8,406
-479
| -5% | -$12.3K | 0.12% | 111 |
|
|
2023
Q4 | $225K | Buy |
8,885
+10
| +0.1% | +$253 | 0.13% | 101 |
|
|
2023
Q3 | $211K | Sell |
8,875
-190
| -2% | -$4.52K | 0.14% | 98 |
|
|
2023
Q2 | $210K | Sell |
9,065
-1,070
| -11% | -$24.8K | 0.14% | 99 |
|
|
2023
Q1 | $237K | Buy |
10,135
+526
| +5% | +$12.3K | 0.17% | 87 |
|
|
2022
Q4 | $227K | Sell |
9,609
-542
| -5% | -$12.8K | 0.17% | 91 |
|
|
2022
Q3 | $216K | Sell |
10,151
-1,351
| -12% | -$28.7K | 0.19% | 87 |
|
|
2022
Q2 | $296K | Sell |
11,502
-2,320
| -17% | -$59.7K | 0.29% | 54 |
|
|
2022
Q1 | $425K | Sell |
13,822
-652
| -5% | -$20K | 0.44% | 44 |
|
|
2021
Q4 | $394K | Buy |
+14,474
| New | +$394K | 0.37% | 46 |
|