Sequoia 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
Sell
-7,020
Closed -$206K 1579
2025
Q1
$206K Sell
7,020
-511
-7% -$15K ﹤0.01% 1246
2024
Q4
$227K Buy
+7,531
New +$227K ﹤0.01% 1157