J.W. Cole Advisors’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
Q2 | $479K | Sell |
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|
2025
Q1 | $566K | Buy |
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|
2024
Q4 | $204K | Sell |
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|
2024
Q3 | $208K | Sell |
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|
2024
Q2 | $225K | Sell |
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|
2024
Q1 | $261K | Sell |
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|
2023
Q4 | $281K | Buy |
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|
2023
Q3 | $263K | Sell |
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|
2023
Q2 | $276K | Buy |
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|
2023
Q1 | $278K | Buy |
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|
2022
Q4 | $261K | Buy |
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|
2022
Q3 | $234K | Buy |
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|
2022
Q2 | $281K | Buy |
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|
2022
Q1 | $334K | Buy |
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|
2021
Q4 | $291K | Buy |
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