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Private Wealth Strategies’s InvenTrust Properties IVT Stock Holding History

Private Wealth Strategies’s Portfolio IVT Stock Details IVT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-12,486
Closed -$226K – 76
2024
Q1 		$226K Buy
+12,486
New +$226K 0.05% 62
2023
Q4 		– Sell
-8,986
Closed -$214K – 75
2023
Q3 		$214K Buy
+8,986
New +$214K 0.05% 62