PFA
Plotkin Financial Advisors’s InvenTrust Properties IVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,872
| Closed | -$212K | – | 78 |
|
|
2022
Q1 | $212K | Buy |
+6,872
| New | +$212K | 0.15% | 74 |
|
|
2021
Q3 | – | Sell |
-68,704
| Closed | -$199K | – | 98 |
|
|
2021
Q2 | $199K | Hold |
68,704
| – | – | 0.11% | 98 |
|
|
2021
Q1 | $199K | Hold |
68,704
| – | – | 0.12% | 81 |
|
|
2020
Q4 | $216K | Sell |
68,704
-26,950
| -28% | -$84.6K | 0.14% | 61 |
|
|
2020
Q3 | $300K | Hold |
95,654
| – | – | 0.33% | 49 |
|
|
2020
Q2 | $300K | Hold |
95,654
| – | – | 0.26% | 45 |
|
|
2020
Q1 | $300K | Hold |
95,654
| – | – | 0.36% | 40 |
|
|
2019
Q4 | $300K | Buy |
+95,654
| New | +$300K | 0.28% | 51 |
|