Newbridge Financial Services 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 | $15.1K | Hold |
550
| – | – | ﹤0.01% | 788 |
|
|
2025
Q1 | $16.2K | Sell |
550
-500
| -48% | -$14.7K | ﹤0.01% | 591 |
|
|
2024
Q4 | $31.6K | Sell |
1,050
-332
| -24% | -$10K | 0.01% | 512 |
|
|
2024
Q3 | $39.2K | Hold |
1,382
| – | – | 0.01% | 279 |
|
|
2024
Q2 | $34.2K | Hold |
1,382
| – | – | 0.01% | 467 |
|
|
2024
Q1 | $35.5K | Hold |
1,382
| – | – | 0.02% | 470 |
|
|
2023
Q4 | $35K | Hold |
1,382
| – | – | 0.02% | 472 |
|
|
2023
Q3 | $32.9K | Sell |
1,382
-725
| -34% | -$17.3K | 0.02% | 527 |
|
|
2023
Q2 | $48.8K | Sell |
2,107
-5,176
| -71% | -$120K | 0.02% | 463 |
|
|
2023
Q1 | $170K | Hold |
7,283
| – | – | 0.09% | 222 |
|
|
2022
Q4 | $172K | Sell |
7,283
-1,600
| -18% | -$37.9K | 0.1% | 204 |
|
|
2022
Q3 | $189K | Sell |
8,883
-634
| -7% | -$13.5K | 0.11% | 193 |
|
|
2022
Q2 | $245K | Buy |
9,517
+7,929
| +499% | +$204K | 0.15% | 141 |
|
|
2022
Q1 | $41K | Buy |
1,588
+500
| +46% | +$12.9K | 0.02% | 531 |
|
|
2021
Q4 | $26K | Buy |
+1,088
| New | +$26K | 0.01% | 643 |
|