Semmax Financial Advisors’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 | $9.53K | Hold |
353
| – | – | ﹤0.01% | 263 |
|
|
2025
Q1 | $9.92K | Hold |
353
| – | – | ﹤0.01% | 236 |
|
|
2024
Q4 | $10.9K | Hold |
353
| – | – | ﹤0.01% | 216 |
|
|
2024
Q3 | $10.8K | Hold |
353
| – | – | ﹤0.01% | 214 |
|
|
2024
Q2 | $9.81K | Hold |
353
| – | – | ﹤0.01% | 238 |
|
|
2024
Q1 | $8.77K | Hold |
353
| – | – | ﹤0.01% | 212 |
|
|
2023
Q4 | $8.84K | Hold |
353
| – | – | ﹤0.01% | 218 |
|
|
2023
Q3 | $8.59K | Buy |
+353
| New | +$8.59K | ﹤0.01% | 198 |
|
|
2022
Q4 | $9K | Hold |
353
| – | – | ﹤0.01% | 177 |
|
|
2022
Q3 | $9K | Hold |
353
| – | – | ﹤0.01% | 167 |
|
|
2022
Q2 | $10K | Buy |
+353
| New | +$10K | ﹤0.01% | 164 |
|
|
2022
Q1 | – | Sell |
-353
| Closed | -$10K | – | 181 |
|
|
2021
Q4 | $10K | Buy |
+353
| New | +$10K | ﹤0.01% | 177 |
|