Johnson Financial Group LLC (Colorado)’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 | $316K | Hold |
11,533
| – | – | 0.03% | 55 |
|
|
2025
Q1 | $339K | Hold |
11,533
| – | – | 0.04% | 65 |
|
|
2024
Q4 | $347K | Sell |
11,533
-451
| -4% | -$13.6K | 0.04% | 40 |
|
|
2024
Q3 | $340K | Hold |
11,984
| – | – | 0.04% | 38 |
|
|
2024
Q2 | $297K | Buy |
+11,984
| New | +$297K | 0.04% | 36 |
|
|
2023
Q3 | – | Sell |
-11,984
| Closed | -$277K | – | 40 |
|
|
2023
Q2 | $277K | Buy |
+11,984
| New | +$277K | 0.04% | 33 |
|
|
2023
Q1 | – | Sell |
-11,984
| Closed | -$284K | – | 37 |
|
|
2022
Q4 | $284K | Hold |
11,984
| – | – | 0.05% | 30 |
|
|
2022
Q3 | $255K | Hold |
11,984
| – | – | 0.03% | 42 |
|
|
2022
Q2 | $309K | Hold |
11,984
| – | – | 0.06% | 38 |
|
|
2022
Q1 | $369K | Buy |
+11,984
| New | +$369K | 0.06% | 33 |
|