SEI Investments’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 | $1.05M | Buy |
38,385
+13,914
| +57% | +$381K | ﹤0.01% | 1913 |
|
|
2025
Q1 | $719K | Sell |
24,471
-14,673
| -37% | -$431K | ﹤0.01% | 2018 |
|
|
2024
Q4 | $1.18M | Buy |
39,144
+4,717
| +14% | +$142K | ﹤0.01% | 1867 |
|
|
2024
Q3 | $977K | Buy |
34,427
+2,970
| +9% | +$84.3K | ﹤0.01% | 1954 |
|
|
2024
Q2 | $779K | Buy |
31,457
+147
| +0.5% | +$3.64K | ﹤0.01% | 1997 |
|
|
2024
Q1 | $805K | Sell |
31,310
-23,264
| -43% | -$598K | ﹤0.01% | 1961 |
|
|
2023
Q4 | $1.38M | Hold |
54,574
| – | – | ﹤0.01% | 1759 |
|
|
2023
Q3 | $1.3M | Buy |
54,574
+9,596
| +21% | +$228K | ﹤0.01% | 1788 |
|
|
2023
Q2 | $1.04M | Buy |
44,978
+13,339
| +42% | +$309K | ﹤0.01% | 1865 |
|
|
2023
Q1 | $740K | Buy |
+31,639
| New | +$740K | ﹤0.01% | 1986 |
|