Plante Moran Financial Advisors’s Invitation Homes INVH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-685
| Closed | -$21.7K | – | 872 |
|
|
2023
Q3 | $21.7K | Hold |
685
| – | – | ﹤0.01% | 420 |
|
|
2023
Q2 | $23.6K | Hold |
685
| – | – | ﹤0.01% | 410 |
|
|
2023
Q1 | $21.4K | Buy |
685
+5
| +0.7% | +$156 | ﹤0.01% | 430 |
|
|
2022
Q4 | $20.1K | Buy |
680
+5
| +0.7% | +$148 | ﹤0.01% | 456 |
|
|
2022
Q3 | $23K | Sell |
675
-102
| -13% | -$3.48K | ﹤0.01% | 429 |
|
|
2022
Q2 | $28K | Buy |
777
+110
| +16% | +$3.96K | ﹤0.01% | 401 |
|
|
2022
Q1 | $27K | Buy |
667
+4
| +0.6% | +$162 | 0.01% | 431 |
|
|
2021
Q4 | $30K | Buy |
663
+2
| +0.3% | +$90 | ﹤0.01% | 465 |
|
|
2021
Q3 | $25K | Buy |
661
+109
| +20% | +$4.12K | 0.01% | 514 |
|
|
2021
Q2 | $21K | Buy |
552
+3
| +0.5% | +$114 | 0.01% | 549 |
|
|
2021
Q1 | $18K | Buy |
549
+152
| +38% | +$4.98K | ﹤0.01% | 548 |
|
|
2020
Q4 | $12K | Buy |
397
+2
| +0.5% | +$60 | ﹤0.01% | 605 |
|
|
2020
Q3 | $11K | Sell |
395
-4,605
| -92% | -$128K | ﹤0.01% | 592 |
|
|
2020
Q2 | $138K | Buy |
+5,000
| New | +$138K | 0.06% | 172 |
|