Oliver Lagore Vanvalin Investment Group’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 | $63.1K | Buy |
+2,147
| New | +$63.1K | 0.02% | 224 |
|
|
2024
Q4 | $80K | Hold |
2,656
| – | – | 0.02% | 205 |
|
|
2024
Q3 | $75.4K | Hold |
2,656
| – | – | 0.02% | 202 |
|
|
2024
Q2 | $65.8K | Hold |
2,656
| – | – | 0.02% | 209 |
|
|
2024
Q1 | $68.3K | Hold |
2,656
| – | – | 0.02% | 214 |
|
|
2023
Q4 | $67.3K | Sell |
2,656
-1,674
| -39% | -$42.4K | 0.03% | 187 |
|
|
2023
Q3 | $103K | Buy |
4,330
+4
| +0.1% | +$95 | 0.04% | 163 |
|
|
2023
Q2 | $100K | Sell |
4,326
-269
| -6% | -$6.22K | 0.04% | 171 |
|
|
2023
Q1 | $108K | Buy |
4,595
+4
| +0.1% | +$94 | 0.05% | 119 |
|
|
2022
Q4 | $109K | Sell |
4,591
-148
| -3% | -$3.5K | 0.06% | 117 |
|
|
2022
Q3 | $101K | Sell |
4,739
-381
| -7% | -$8.12K | 0.07% | 119 |
|
|
2022
Q2 | $132K | Sell |
5,120
-1,412
| -22% | -$36.4K | 0.08% | 112 |
|
|
2022
Q1 | $202K | Buy |
+6,532
| New | +$202K | 0.14% | 94 |
|