Raymond James Financial Services Advisors’s InvenTrust Properties IVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $325K | Buy |
11,468
+653
| +6% | +$18.5K | ﹤0.01% | 2907 |
|
|
2024
Q2 | $268K | Sell |
10,815
-1,844
| -15% | -$45.7K | ﹤0.01% | 2940 |
|
|
2024
Q1 | $325K | Sell |
12,659
-28,298
| -69% | -$728K | ﹤0.01% | 2787 |
|
|
2023
Q4 | $1.04M | Sell |
40,957
-1,481
| -3% | -$37.5K | ﹤0.01% | 1953 |
|
|
2023
Q3 | $1.01M | Sell |
42,438
-7,521
| -15% | -$179K | ﹤0.01% | 1896 |
|
|
2023
Q2 | $1.16M | Sell |
49,959
-1,394
| -3% | -$32.3K | ﹤0.01% | 1836 |
|
|
2023
Q1 | $1.2M | Sell |
51,353
-348
| -0.7% | -$8.14K | ﹤0.01% | 1789 |
|
|
2022
Q4 | $1.22M | Sell |
51,701
-1,071
| -2% | -$25.4K | ﹤0.01% | 1707 |
|
|
2022
Q3 | $1.13M | Sell |
52,772
-3,901
| -7% | -$83.2K | ﹤0.01% | 1742 |
|
|
2022
Q2 | $1.46M | Sell |
56,673
-15,678
| -22% | -$404K | ﹤0.01% | 1615 |
|
|
2022
Q1 | $2.23M | Buy |
72,351
+1,439
| +2% | +$44.3K | ﹤0.01% | 1417 |
|
|
2021
Q4 | $1.93M | Buy |
+70,912
| New | +$1.93M | ﹤0.01% | 1565 |
|