Nisa Investment 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 | $347K | Sell |
12,519
-4,447
| -26% | -$123K | ﹤0.01% | 1080 |
|
|
2025
Q1 | $503K | Sell |
16,966
-1,624
| -9% | -$48.1K | ﹤0.01% | 1002 |
|
|
2024
Q4 | $564K | Buy |
18,590
+46
| +0.2% | +$1.4K | ﹤0.01% | 1033 |
|
|
2024
Q3 | $531K | Sell |
18,544
-3,580
| -16% | -$102K | ﹤0.01% | 1031 |
|
|
2024
Q2 | $553K | Buy |
22,124
+31
| +0.1% | +$775 | ﹤0.01% | 1048 |
|
|
2024
Q1 | $573K | Buy |
22,093
+59
| +0.3% | +$1.53K | ﹤0.01% | 1037 |
|
|
2023
Q4 | $558K | Sell |
22,034
-2,525
| -10% | -$64K | ﹤0.01% | 1018 |
|
|
2023
Q3 | $585K | Buy |
24,559
+1,305
| +6% | +$31.1K | ﹤0.01% | 1020 |
|
|
2023
Q2 | $538K | Sell |
23,254
-820
| -3% | -$19K | ﹤0.01% | 1054 |
|
|
2023
Q1 | $563K | Buy |
24,074
+805
| +3% | +$18.8K | ﹤0.01% | 1030 |
|
|
2022
Q4 | $551K | Hold |
23,269
| – | – | ﹤0.01% | 1087 |
|
|
2022
Q3 | $497K | Buy |
23,269
+3,225
| +16% | +$68.9K | ﹤0.01% | 1033 |
|
|
2022
Q2 | $517K | Sell |
20,044
-3,222
| -14% | -$83.1K | ﹤0.01% | 1044 |
|
|
2022
Q1 | $716K | Sell |
23,266
-4,209
| -15% | -$130K | 0.01% | 971 |
|
|
2021
Q4 | $740K | Buy |
+27,475
| New | +$740K | 0.01% | 914 |
|