Signature Estate & Investment 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	$270K	Sell	9,856 -3,956	-29%	-$108K	0.01%	492
2025 Q1	$406K	Buy	13,812 +416	+3%	+$12.2K	0.01%	380
2024 Q4	$404K	Sell	13,396 -327	-2%	-$9.85K	0.01%	372
2024 Q3	$389K	Buy	13,723 +882	+7%	+$25K	0.01%	364
2024 Q2	$318K	Buy	+12,841	New	+$318K	0.01%	380