Principal Securities’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 | $13.1K | Sell |
477
-742
| -61% | -$20.3K | ﹤0.01% | 2510 |
|
|
2025
Q1 | $36.7K | Buy |
1,219
+247
| +25% | +$7.44K | ﹤0.01% | 1899 |
|
|
2024
Q4 | $29.3K | Sell |
972
-141
| -13% | -$4.25K | ﹤0.01% | 1998 |
|
|
2024
Q3 | $31.6K | Buy |
1,113
+78
| +8% | +$2.21K | ﹤0.01% | 1893 |
|
|
2024
Q2 | $25.6K | Sell |
1,035
-58
| -5% | -$1.44K | ﹤0.01% | 1935 |
|
|
2024
Q1 | $28.1K | Sell |
1,093
-22
| -2% | -$566 | ﹤0.01% | 1836 |
|
|
2023
Q4 | $28.3K | Buy |
+1,115
| New | +$28.3K | ﹤0.01% | 1743 |
|