Nicola Wealth Management’s Invitation Homes INVH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.01M | Buy |
61,231
+6,113
| +11% | +$201K | 0.19% | 79 |
|
|
2025
Q1 | $1.92M | Sell |
55,118
-4,930
| -8% | -$172K | 0.19% | 81 |
|
|
2024
Q4 | $2.76M | Buy |
60,048
+13,700
| +30% | +$630K | 0.26% | 71 |
|
|
2024
Q3 | $2.21M | Sell |
46,348
-5,000
| -10% | -$238K | 0.18% | 83 |
|
|
2024
Q2 | $2.52M | Buy |
51,348
+700
| +1% | +$34.4K | 0.23% | 78 |
|
|
2024
Q1 | $2.44M | Buy |
50,648
+20,100
| +66% | +$969K | 0.24% | 81 |
|
|
2023
Q4 | $1.38M | Sell |
30,548
-16,425
| -35% | -$741K | 0.14% | 99 |
|
|
2023
Q3 | $2.01M | Buy |
46,973
+5,700
| +14% | +$244K | 0.22% | 88 |
|
|
2023
Q2 | $1.42M | Buy |
41,273
+1,384
| +3% | +$47.6K | 0.14% | 93 |
|
|
2023
Q1 | $1.25M | Sell |
39,889
-30,800
| -44% | -$962K | 0.12% | 101 |
|
|
2022
Q4 | $2.09M | Buy |
70,689
+20,800
| +42% | +$615K | 0.21% | 90 |
|
|
2022
Q3 | $1.69M | Sell |
49,889
-5,100
| -9% | -$172K | 0.19% | 96 |
|
|
2022
Q2 | $1.96M | Buy |
+54,989
| New | +$1.96M | 0.19% | 95 |
|
|
2022
Q1 | – | Sell |
-13,000
| Closed | -$591K | – | 124 |
|
|
2021
Q4 | $591K | Hold |
13,000
| – | – | 0.06% | 110 |
|
|
2021
Q3 | $498K | Sell |
13,000
-4,000
| -24% | -$153K | 0.05% | 107 |
|
|
2021
Q2 | $634K | Buy |
+17,000
| New | +$634K | 0.07% | 113 |
|