Shira Ridge Wealth Management’s InvenTrust Properties IVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-18,569
| Closed | -$559K | – | 78 |
|
|
2024
Q4 | $559K | Sell |
18,569
-7,045
| -28% | -$212K | 0.27% | 46 |
|
|
2024
Q3 | $727K | Hold |
25,614
| – | – | 0.37% | 43 |
|
|
2024
Q2 | $634K | Hold |
25,614
| – | – | 0.35% | 47 |
|
|
2024
Q1 | $659K | Hold |
25,614
| – | – | 0.38% | 42 |
|
|
2023
Q4 | $649K | Hold |
25,614
| – | – | 0.39% | 43 |
|
|
2023
Q3 | $610K | Hold |
25,614
| – | – | 0.4% | 40 |
|
|
2023
Q2 | $593K | Hold |
25,614
| – | – | 0.37% | 39 |
|
|
2023
Q1 | $599K | Hold |
25,614
| – | – | 0.4% | 40 |
|
|
2022
Q4 | $606K | Buy |
+25,614
| New | +$606K | 0.42% | 38 |
|