Merit Financial Group’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 | $282K | Buy |
10,280
+201
| +2% | +$5.51K | ﹤0.01% | 1370 |
|
2025
Q1 | $296K | Buy |
+10,079
| New | +$296K | ﹤0.01% | 1124 |
|
2024
Q4 | – | Sell |
-30,951
| Closed | -$878K | – | 1174 |
|
2024
Q3 | $878K | Buy |
+30,951
| New | +$878K | 0.02% | 452 |
|
2022
Q3 | – | Sell |
-37,195
| Closed | -$959K | – | 607 |
|
2022
Q2 | $959K | Buy |
+37,195
| New | +$959K | 0.03% | 261 |
|