Sequoia Financial Advisors’s Invitation Homes INVH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$720K Buy
21,966
+15,106
+220% +$495K ﹤0.01% 826
2025
Q1
$239K Sell
6,860
-590
-8% -$20.6K ﹤0.01% 1171
2024
Q4
$238K Buy
7,450
+682
+10% +$21.8K ﹤0.01% 1130
2024
Q3
$239K Buy
6,768
+168
+3% +$5.92K ﹤0.01% 1085
2024
Q2
$237K Buy
6,600
+409
+7% +$14.7K ﹤0.01% 1004
2024
Q1
$220K Sell
6,191
-3,494
-36% -$124K ﹤0.01% 1004
2023
Q4
$330K Buy
+9,685
New +$330K ﹤0.01% 883
2022
Q2
Sell
-6,246
Closed -$251K 635
2022
Q1
$251K Buy
+6,246
New +$251K 0.01% 552