LPL Financial’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 | $4.11M | Sell |
150,178
-6,805
| -4% | -$186K | ﹤0.01% | 2463 |
|
|
2025
Q1 | $4.61M | Sell |
156,983
-976
| -0.6% | -$28.7K | ﹤0.01% | 2213 |
|
|
2024
Q4 | $4.76M | Buy |
157,959
+9,360
| +6% | +$282K | ﹤0.01% | 2114 |
|
|
2024
Q3 | $4.22M | Sell |
148,599
-21,477
| -13% | -$609K | ﹤0.01% | 2122 |
|
|
2024
Q2 | $4.21M | Buy |
170,076
+5,416
| +3% | +$134K | ﹤0.01% | 1988 |
|
|
2024
Q1 | $4.23M | Buy |
164,660
+27,425
| +20% | +$705K | ﹤0.01% | 1908 |
|
|
2023
Q4 | $3.48M | Buy |
137,235
+5,728
| +4% | +$145K | ﹤0.01% | 1937 |
|
|
2023
Q3 | $3.13M | Buy |
131,507
+2,724
| +2% | +$64.9K | ﹤0.01% | 1919 |
|
|
2023
Q2 | $2.98M | Buy |
128,783
+544
| +0.4% | +$12.6K | ﹤0.01% | 1923 |
|
|
2023
Q1 | $3M | Sell |
128,239
-10,524
| -8% | -$246K | ﹤0.01% | 1836 |
|
|
2022
Q4 | $3.28M | Sell |
138,763
-7,522
| -5% | -$178K | ﹤0.01% | 1707 |
|
|
2022
Q3 | $3.12M | Sell |
146,285
-3,429
| -2% | -$73.1K | ﹤0.01% | 1684 |
|
|
2022
Q2 | $3.86M | Buy |
+149,714
| New | +$3.86M | ﹤0.01% | 1568 |
|