Jones Financial Companies’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 | $19.3K | Sell |
700
-50
| -7% | -$1.38K | ﹤0.01% | 2609 |
|
|
2025
Q1 | $21.9K | Sell |
750
-1,108
| -60% | -$32.4K | ﹤0.01% | 2391 |
|
|
2024
Q4 | $56K | Buy |
1,858
+1,026
| +123% | +$30.9K | ﹤0.01% | 1835 |
|
|
2024
Q3 | $23.6K | Buy |
832
+152
| +22% | +$4.31K | ﹤0.01% | 1897 |
|
|
2024
Q2 | $16.8K | Hold |
680
| – | – | ﹤0.01% | 1596 |
|
|
2024
Q1 | $17.5K | Buy |
+680
| New | +$17.5K | ﹤0.01% | 939 |
|