Orion Portfolio Solutions’s InvenTrust Properties IVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,294
| Closed | -$220K | – | 1929 |
|
|
2024
Q4 | $220K | Buy |
+7,294
| New | +$220K | ﹤0.01% | 1707 |
|
|
2023
Q4 | – | Sell |
-15,398
| Closed | -$367K | – | 1709 |
|
|
2023
Q3 | $367K | Sell |
15,398
-44
| -0.3% | -$1.05K | ﹤0.01% | 1308 |
|
|
2023
Q2 | $357K | Sell |
15,442
-2,050
| -12% | -$47.4K | ﹤0.01% | 1341 |
|
|
2023
Q1 | $409K | Buy |
+17,492
| New | +$409K | 0.01% | 1211 |
|