Prospera Financial Services’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 | $454K | Sell |
16,567
-438
| -3% | -$12K | 0.01% | 940 |
|
|
2025
Q1 | $499K | Sell |
17,005
-51
| -0.3% | -$1.5K | 0.01% | 779 |
|
|
2024
Q4 | $514K | Sell |
17,056
-178
| -1% | -$5.36K | 0.01% | 738 |
|
|
2024
Q3 | $489K | Sell |
17,234
-2,692
| -14% | -$76.4K | 0.01% | 727 |
|
|
2024
Q2 | $493K | Sell |
19,926
-1,525
| -7% | -$37.8K | 0.01% | 717 |
|
|
2024
Q1 | $551K | Sell |
21,451
-675
| -3% | -$17.4K | 0.02% | 682 |
|
|
2023
Q4 | $561K | Sell |
22,126
-1,178
| -5% | -$29.9K | 0.02% | 622 |
|
|
2023
Q3 | $555K | Sell |
23,304
-631
| -3% | -$15K | 0.02% | 578 |
|
|
2023
Q2 | $554K | Sell |
23,935
-1,414
| -6% | -$32.7K | 0.02% | 587 |
|
|
2023
Q1 | $593K | Sell |
25,349
-1,258
| -5% | -$29.4K | 0.02% | 561 |
|
|
2022
Q4 | $630K | Sell |
26,607
-1,000
| -4% | -$23.7K | 0.03% | 475 |
|
|
2022
Q3 | $589K | Sell |
27,607
-209
| -0.8% | -$4.46K | 0.03% | 484 |
|
|
2022
Q2 | $717K | Buy |
27,816
+5,068
| +22% | +$131K | 0.04% | 441 |
|
|
2022
Q1 | $700K | Buy |
22,748
+4,165
| +22% | +$128K | 0.03% | 502 |
|
|
2021
Q4 | $507K | Buy |
+18,583
| New | +$507K | 0.02% | 566 |
|