Prime Capital Investment 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 | $1.05M | Sell |
38,497
-5,470
| -12% | -$150K | 0.01% | 458 |
|
|
2025
Q1 | $1.29M | Buy |
43,967
+1,230
| +3% | +$36.1K | 0.02% | 453 |
|
|
2024
Q4 | $1.29M | Sell |
42,737
-1,365
| -3% | -$41.1K | 0.02% | 379 |
|
|
2024
Q3 | $1.25M | Sell |
44,102
-2,400
| -5% | -$68.1K | 0.02% | 396 |
|
|
2024
Q2 | $1.15M | Sell |
46,502
-6,843
| -13% | -$169K | 0.02% | 402 |
|
|
2024
Q1 | $1.37M | Sell |
53,345
-1,479
| -3% | -$38K | 0.02% | 409 |
|
|
2023
Q4 | $1.39M | Sell |
54,824
-5,303
| -9% | -$134K | 0.02% | 380 |
|
|
2023
Q3 | $1.43M | Sell |
60,127
-1,019
| -2% | -$24.3K | 0.03% | 298 |
|
|
2023
Q2 | $1.41M | Sell |
61,146
-3,711
| -6% | -$85.9K | 0.03% | 303 |
|
|
2023
Q1 | $1.52M | Sell |
64,857
-2,173
| -3% | -$50.8K | 0.06% | 193 |
|
|
2022
Q4 | $1.59M | Sell |
67,030
-1,069
| -2% | -$25.3K | 0.06% | 191 |
|
|
2022
Q3 | $1.45M | Sell |
68,099
-75
| -0.1% | -$1.6K | 0.08% | 149 |
|
|
2022
Q2 | $1.76M | Sell |
68,174
-9,706
| -12% | -$250K | 0.11% | 136 |
|
|
2022
Q1 | $2.12M | Hold |
77,880
| – | – | 0.12% | 127 |
|
|
2021
Q4 | $2.12M | Buy |
+77,880
| New | +$2.12M | 0.11% | 129 |
|