Plante Moran Financial Advisors’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 | $32.2K | Hold |
1,176
| – | – | ﹤0.01% | 407 |
|
|
2025
Q1 | $34.5K | Hold |
1,176
| – | – | ﹤0.01% | 398 |
|
|
2024
Q4 | $35.4K | Hold |
1,176
| – | – | ﹤0.01% | 400 |
|
|
2024
Q3 | $33.4K | Hold |
1,176
| – | – | ﹤0.01% | 447 |
|
|
2024
Q2 | $29.1K | Hold |
1,176
| – | – | ﹤0.01% | 419 |
|
|
2024
Q1 | $30.2K | Hold |
1,176
| – | – | ﹤0.01% | 436 |
|
|
2023
Q4 | $29.8K | Hold |
1,176
| – | – | ﹤0.01% | 388 |
|
|
2023
Q3 | $28K | Hold |
1,176
| – | – | ﹤0.01% | 378 |
|
|
2023
Q2 | $27.2K | Hold |
1,176
| – | – | ﹤0.01% | 389 |
|
|
2023
Q1 | $27.5K | Hold |
1,176
| – | – | ﹤0.01% | 386 |
|
|
2022
Q4 | $27.8K | Hold |
1,176
| – | – | ﹤0.01% | 401 |
|
|
2022
Q3 | $25K | Hold |
1,176
| – | – | ﹤0.01% | 416 |
|
|
2022
Q2 | $30K | Hold |
1,176
| – | – | 0.01% | 388 |
|
|
2022
Q1 | $36K | Hold |
1,176
| – | – | 0.01% | 380 |
|
|
2021
Q4 | $32K | Buy |
+1,176
| New | +$32K | 0.01% | 449 |
|