Kestra Advisory Services’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 | $947K | Sell |
34,545
-1,133
| -3% | -$31K | ﹤0.01% | 1514 |
|
|
2025
Q1 | $1.05M | Sell |
35,678
-1,562
| -4% | -$45.9K | 0.01% | 1372 |
|
|
2024
Q4 | $1.12M | Buy |
+37,240
| New | +$1.12M | 0.01% | 1348 |
|
|
2024
Q3 | – | Sell |
-37,722
| Closed | -$943K | – | 2640 |
|
|
2024
Q2 | $943K | Sell |
37,722
-1,801
| -5% | -$45K | 0.01% | 1352 |
|
|
2024
Q1 | $1.03M | Buy |
+39,523
| New | +$1.03M | 0.01% | 1222 |
|