Plante Moran Financial Advisors’s InvenTrust Properties IVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.2K | Hold |
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|
2025
Q1 | $34.5K | Hold |
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|
2024
Q4 | $35.4K | Hold |
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|
2024
Q3 | $33.4K | Hold |
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|
2024
Q2 | $29.1K | Hold |
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|
2024
Q1 | $30.2K | Hold |
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|
2023
Q4 | $29.8K | Hold |
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|
2023
Q3 | $28K | Hold |
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|
2023
Q2 | $27.2K | Hold |
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|
2023
Q1 | $27.5K | Hold |
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|
2022
Q4 | $27.8K | Hold |
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|
2022
Q3 | $25K | Hold |
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|
2022
Q2 | $30K | Hold |
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|
2022
Q1 | $36K | Hold |
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|
2021
Q4 | $32K | Buy |
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