Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s InvenTrust Properties IVT Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio IVT Stock Details IVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-136
Closed -$3.24K – 265
2023
Q3 		$3.24K Buy
+136
New +$3.27K ﹤0.01% 427

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Legacy Financial Group (Iowa)'s IVT Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of InvenTrust Properties (IVT) in Q4 2023, closing a stake of 136 shares — an estimated $3.24K sold.

Legacy Financial Group (Iowa) first reported a position in IVT in Q3 2023 and held it in 1 quarter. The position peaked at $3.24K in Q3 2023. 273 funds tracked by Wall St. Rank hold IVT as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining InvenTrust Properties position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 136 InvenTrust Properties shares in Q4 2023, an estimated $3.24K.
  • Legacy Financial Group (Iowa) first reported a position in InvenTrust Properties in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s InvenTrust Properties position peaked at $3.24K in Q3 2023.
  • 273 funds tracked by Wall St. Rank held InvenTrust Properties as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.