LPWM
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Lake Point Wealth Management’s InvenTrust Properties IVT Stock Holding History

Lake Point Wealth Management’s Portfolio IVT Stock Details IVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		$8K Hold
293
– – ﹤0.01% 174
2022
Q1 		$9K Hold
293
– – ﹤0.01% 179
2021
Q4 		$8K Buy
+293
New +$8K ﹤0.01% 199