Nikulski Financial’s InvenTrust Properties IVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-8,481
| Closed | -$202K | – | 135 |
|
|
2023
Q3 | $202K | Buy |
+8,481
| New | +$202K | 0.08% | 123 |
|
|
2023
Q2 | – | Sell |
-8,876
| Closed | -$208K | – | 128 |
|
|
2023
Q1 | $208K | Sell |
8,876
-650
| -7% | -$15.2K | 0.09% | 124 |
|
|
2022
Q4 | $225K | Sell |
9,526
-2,145
| -18% | -$50.8K | 0.11% | 117 |
|
|
2022
Q3 | $249K | Buy |
11,671
+80
| +0.7% | +$1.71K | 0.13% | 105 |
|
|
2022
Q2 | $299K | Buy |
+11,591
| New | +$299K | 0.15% | 100 |
|
|
2022
Q1 | – | Sell |
-13,029
| Closed | -$355K | – | 134 |
|
|
2021
Q4 | $355K | Buy |
+13,029
| New | +$355K | 0.15% | 94 |
|