RWPA
Richard W. Paul & Associates’s InvenTrust Properties IVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-134
| Closed | -$4.04K | – | 426 |
|
|
2024
Q4 | $4.04K | Hold |
134
| – | – | ﹤0.01% | 365 |
|
|
2024
Q3 | $3.8K | Hold |
134
| – | – | ﹤0.01% | 365 |
|
|
2024
Q2 | $3.32K | Sell |
134
-151
| -53% | -$3.74K | ﹤0.01% | 374 |
|
|
2024
Q1 | $7.33K | Hold |
285
| – | – | ﹤0.01% | 337 |
|
|
2023
Q4 | $7.22K | Hold |
285
| – | – | ﹤0.01% | 332 |
|
|
2023
Q3 | $6.79K | Hold |
285
| – | – | ﹤0.01% | 323 |
|
|
2023
Q2 | $6.6K | Hold |
285
| – | – | ﹤0.01% | 346 |
|
|
2023
Q1 | $6.67K | Hold |
285
| – | – | ﹤0.01% | 355 |
|
|
2022
Q4 | $6.75K | Buy |
+285
| New | +$6.75K | ﹤0.01% | 349 |
|