Mercer Global Advisors’s InvenTrust Properties IVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,136
| Closed | -$336K | – | 2212 |
|
|
2024
Q4 | $336K | Buy |
11,136
+4,176
| +60% | +$126K | ﹤0.01% | 1679 |
|
|
2024
Q3 | $201K | Buy |
+6,960
| New | +$201K | ﹤0.01% | 1809 |
|
|
2023
Q2 | – | Sell |
-14,222
| Closed | -$323K | – | 1982 |
|
|
2023
Q1 | $323K | Sell |
14,222
-580
| -4% | -$13.2K | ﹤0.01% | 1465 |
|
|
2022
Q4 | $349K | Buy |
+14,802
| New | +$349K | ﹤0.01% | 1420 |
|
|
2022
Q3 | – | Sell |
-9,472
| Closed | -$244K | – | 1873 |
|
|
2022
Q2 | $244K | Sell |
9,472
-12,333
| -57% | -$318K | ﹤0.01% | 1526 |
|
|
2022
Q1 | $671K | Buy |
21,805
+4,716
| +28% | +$145K | ﹤0.01% | 1085 |
|
|
2021
Q4 | $478K | Buy |
+17,089
| New | +$478K | ﹤0.01% | 1237 |
|