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Patriot Financial Group Insurance Agency’s InvenTrust Properties IVT Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio IVT Stock Details IVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-86
Closed -$2K – 1170
2022
Q2 		$2K Hold
86
– – ﹤0.01% 1771
2022
Q1 		$3K Buy
+86
New +$2.34K ﹤0.01% 1776

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Patriot Financial Group Insurance Agency's IVT Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of InvenTrust Properties (IVT) in Q3 2022, closing a stake of 86 shares — an estimated $2K sold.

Patriot Financial Group Insurance Agency first reported a position in IVT in Q1 2022 and held it in 2 quarters. The position peaked at $3K in Q1 2022. 232 funds tracked by Wall St. Rank hold IVT as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining InvenTrust Properties position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 86 InvenTrust Properties shares in Q3 2022, an estimated $2K.
  • Patriot Financial Group Insurance Agency first reported a position in InvenTrust Properties in Q1 2022 and held it in 2 quarters.
  • Patriot Financial Group Insurance Agency's InvenTrust Properties position peaked at $3K in Q1 2022.
  • 232 funds tracked by Wall St. Rank held InvenTrust Properties as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.