Safe Harbor Fiduciary’s InvenTrust Properties IVT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$263K Buy
2025
Q2
$263K Hold
2025
Q1
$263K Hold
2024
Q4
$263K Hold
2024
Q3
$263K Buy