Shira Ridge Wealth Management’s InvenTrust Properties IVT Stock Holding History

Shira Ridge Wealth Management’s Portfolio IVT Stock Details IVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$559K	Sell
2024 Q3	$727K	Hold
2024 Q2	$634K	Hold
2024 Q1	$659K	Hold
2023 Q4	$649K	Hold
2023 Q3	$610K	Hold
2023 Q2	$593K	Hold
2023 Q1	$599K	Hold
2022 Q4	$606K	Buy