Sigma Planning Corp’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 |
-7,390
| Closed | -$217K | – | 1283 |
|
|
2025
Q1 | $217K | Sell |
7,390
-181
| -2% | -$5.32K | 0.01% | 1089 |
|
|
2024
Q4 | $228K | Sell |
7,571
-1,398
| -16% | -$42.1K | 0.01% | 1034 |
|
|
2024
Q3 | $254K | Sell |
8,969
-3,225
| -26% | -$91.5K | 0.01% | 1023 |
|
|
2024
Q2 | $302K | Sell |
12,194
-708
| -5% | -$17.5K | 0.01% | 922 |
|
|
2024
Q1 | $332K | Buy |
12,902
+4,218
| +49% | +$108K | 0.01% | 911 |
|
|
2023
Q4 | $220K | Sell |
8,684
-9,897
| -53% | -$251K | 0.02% | 748 |
|
|
2023
Q3 | $442K | Buy |
18,581
+374
| +2% | +$8.91K | 0.02% | 771 |
|
|
2023
Q2 | $421K | Sell |
18,207
-3,849
| -17% | -$89.1K | 0.02% | 801 |
|
|
2023
Q1 | $516K | Sell |
22,056
-5,244
| -19% | -$123K | 0.02% | 780 |
|
|
2022
Q4 | $646K | Sell |
27,300
-2,828
| -9% | -$66.9K | 0.02% | 660 |
|
|
2022
Q3 | $643K | Buy |
30,128
+168
| +0.6% | +$3.59K | 0.02% | 632 |
|
|
2022
Q2 | $773K | Sell |
29,960
-695
| -2% | -$17.9K | 0.03% | 573 |
|
|
2022
Q1 | $944K | Buy |
+30,655
| New | +$944K | 0.03% | 561 |
|