Marquette Asset Management’s InvenTrust Properties IVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-958
| Closed | -$24.3K | – | 207 |
|
|
2023
Q4 | $24.3K | Sell |
958
-437
| -31% | -$11.1K | ﹤0.01% | 153 |
|
|
2023
Q3 | $33.2K | Hold |
1,395
| – | – | 0.01% | 148 |
|
|
2023
Q2 | $32.3K | Sell |
1,395
-2,040
| -59% | -$47.2K | 0.01% | 158 |
|
|
2023
Q1 | $80.4K | Hold |
3,435
| – | – | 0.02% | 126 |
|
|
2022
Q4 | $81.3K | Hold |
3,435
| – | – | 0.02% | 121 |
|
|
2022
Q3 | $73K | Sell |
3,435
-1,287
| -27% | -$27.4K | 0.02% | 123 |
|
|
2022
Q2 | $122K | Sell |
4,722
-444
| -9% | -$11.5K | 0.03% | 114 |
|
|
2022
Q1 | $159K | Buy |
+5,166
| New | +$159K | 0.04% | 112 |
|