Northwestern Mutual Wealth Management’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 | $181K | Sell |
6,610
-2,236
| -25% | -$61.3K | ﹤0.01% | 1783 |
|
|
2025
Q1 | $260K | Buy |
8,846
+506
| +6% | +$14.9K | ﹤0.01% | 1557 |
|
|
2024
Q4 | $251K | Buy |
8,340
+3
| +0% | +$90 | ﹤0.01% | 1561 |
|
|
2024
Q3 | $237K | Buy |
8,337
+3,100
| +59% | +$88K | ﹤0.01% | 1568 |
|
|
2024
Q2 | $130K | Buy |
5,237
+3
| +0.1% | +$74 | ﹤0.01% | 1728 |
|
|
2024
Q1 | $135K | Buy |
5,234
+3
| +0.1% | +$77 | ﹤0.01% | 1706 |
|
|
2023
Q4 | $133K | Sell |
5,231
-2,063
| -28% | -$52.3K | ﹤0.01% | 1675 |
|
|
2023
Q3 | $174K | Buy |
7,294
+1,909
| +35% | +$45.5K | ﹤0.01% | 1506 |
|
|
2023
Q2 | $125K | Buy |
5,385
+7
| +0.1% | +$162 | ﹤0.01% | 1632 |
|
|
2023
Q1 | $126K | Buy |
5,378
+7
| +0.1% | +$164 | ﹤0.01% | 1604 |
|
|
2022
Q4 | $127K | Sell |
5,371
-682
| -11% | -$16.1K | ﹤0.01% | 1575 |
|
|
2022
Q3 | $130K | Buy |
6,053
+268
| +5% | +$5.76K | ﹤0.01% | 1554 |
|
|
2022
Q2 | $149K | Sell |
5,785
-35
| -0.6% | -$901 | ﹤0.01% | 1491 |
|
|
2022
Q1 | $178K | Sell |
5,820
-889
| -13% | -$27.2K | ﹤0.01% | 1482 |
|
|
2021
Q4 | $184K | Buy |
+6,709
| New | +$184K | ﹤0.01% | 1477 |
|