NewEdge 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
Q2 | $42.8K | Sell |
1,562
-30
| -2% | -$822 | ﹤0.01% | 2708 |
|
|
2025
Q1 | $46.8K | Sell |
1,592
-454
| -22% | -$13.3K | ﹤0.01% | 2574 |
|
|
2024
Q4 | $61.6K | Buy |
2,046
+465
| +29% | +$14K | ﹤0.01% | 2450 |
|
|
2024
Q3 | $44.8K | Sell |
1,581
-1,219
| -44% | -$34.6K | ﹤0.01% | 2469 |
|
|
2024
Q2 | $69.3K | Sell |
2,800
-2,064
| -42% | -$51.1K | ﹤0.01% | 2228 |
|
|
2024
Q1 | $125K | Buy |
4,864
+188
| +4% | +$4.83K | ﹤0.01% | 2002 |
|
|
2023
Q4 | $118K | Buy |
4,676
+811
| +21% | +$20.6K | ﹤0.01% | 1891 |
|
|
2023
Q3 | $92K | Buy |
3,865
+2,484
| +180% | +$59.1K | ﹤0.01% | 1868 |
|
|
2023
Q2 | $32K | Sell |
1,381
-442
| -24% | -$10.2K | ﹤0.01% | 2242 |
|
|
2023
Q1 | $42.7K | Sell |
1,823
-4,089
| -69% | -$95.7K | ﹤0.01% | 2066 |
|
|
2022
Q4 | $32.2K | Buy |
+5,912
| New | +$32.2K | ﹤0.01% | 1925 |
|