RG
Retirement Group’s InvenTrust Properties IVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $330K | Sell |
12,842
-191
| -1% | -$4.91K | 0.12% | 83 |
|
|
2023
Q4 | $330K | Buy |
13,033
+3,469
| +36% | +$87.9K | 0.13% | 79 |
|
|
2023
Q3 | $228K | Buy |
9,564
+467
| +5% | +$11.1K | 0.09% | 92 |
|
|
2023
Q2 | $211K | Sell |
9,097
-5,324
| -37% | -$123K | 0.09% | 95 |
|
|
2023
Q1 | $337K | Buy |
14,421
+5,324
| +59% | +$124K | 0.15% | 69 |
|
|
2022
Q4 | $215K | Buy |
9,097
+8,706
| +2,227% | +$206K | 0.1% | 78 |
|
|
2022
Q3 | $8K | Sell |
391
-2,444
| -86% | -$50K | 0.01% | 279 |
|
|
2022
Q2 | $73K | Buy |
2,835
+2,444
| +625% | +$62.9K | 0.03% | 181 |
|
|
2022
Q1 | $12K | Hold |
391
| – | – | ﹤0.01% | 428 |
|
|
2021
Q4 | $11K | Buy |
+391
| New | +$11K | ﹤0.01% | 410 |
|