J.W. Cole Advisors’s Invitation Homes INVH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7,873
| Closed | -$271K | – | 765 |
|
|
2023
Q2 | $271K | Sell |
7,873
-2,300
| -23% | -$79.1K | 0.02% | 606 |
|
|
2023
Q1 | $318K | Sell |
10,173
-6,417
| -39% | -$200K | 0.02% | 579 |
|
|
2022
Q4 | $492K | Sell |
16,590
-3,419
| -17% | -$101K | 0.04% | 422 |
|
|
2022
Q3 | $676K | Sell |
20,009
-109
| -0.5% | -$3.68K | 0.06% | 325 |
|
|
2022
Q2 | $716K | Sell |
20,118
-891
| -4% | -$31.7K | 0.06% | 327 |
|
|
2022
Q1 | $844K | Buy |
21,009
+7,600
| +57% | +$305K | 0.06% | 314 |
|
|
2021
Q4 | $608K | Buy |
+13,409
| New | +$608K | 0.04% | 404 |
|