SkyOak Wealth’s InvenTrust Properties IVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $254K | Hold |
|
|||||
|
2025
Q2 | $243K | Hold |
|
|||||
|
2025
Q1 | $261K | Hold |
|
|||||
|
2024
Q4 | $268K | Hold |
|
|||||
|
2024
Q3 | $252K | Sell |
|
|||||
|
2024
Q2 | $236K | Hold |
|
|||||
|
2024
Q1 | $245K | Hold |
|
|||||
|
2023
Q4 | $242K | Hold |
|
|||||
|
2023
Q3 | $227K | Sell |
|
|||||
|
2023
Q2 | $246K | Sell |
|
|||||
|
2023
Q1 | $329K | Sell |
|
|||||
|
2022
Q4 | $359K | Sell |
|
|||||
|
2022
Q3 | $369K | Sell |
|
|||||
|
2022
Q2 | $452K | Buy |
|