SW
SkyOak Wealth’s InvenTrust Properties IVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $243K | Hold |
8,885
| – | – | 0.05% | 207 |
|
|
2025
Q1 | $261K | Hold |
8,885
| – | – | 0.06% | 188 |
|
|
2024
Q4 | $268K | Hold |
8,885
| – | – | 0.06% | 200 |
|
|
2024
Q3 | $252K | Sell |
8,885
-657
| -7% | -$18.6K | 0.06% | 198 |
|
|
2024
Q2 | $236K | Hold |
9,542
| – | – | 0.06% | 206 |
|
|
2024
Q1 | $245K | Hold |
9,542
| – | – | 0.06% | 209 |
|
|
2023
Q4 | $242K | Hold |
9,542
| – | – | 0.06% | 210 |
|
|
2023
Q3 | $227K | Sell |
9,542
-1,100
| -10% | -$26.2K | 0.07% | 206 |
|
|
2023
Q2 | $246K | Sell |
10,642
-3,421
| -24% | -$79.2K | 0.07% | 200 |
|
|
2023
Q1 | $329K | Sell |
14,063
-1,100
| -7% | -$25.7K | 0.1% | 154 |
|
|
2022
Q4 | $359K | Sell |
15,163
-2,118
| -12% | -$50.1K | 0.12% | 140 |
|
|
2022
Q3 | $369K | Sell |
17,281
-253
| -1% | -$5.4K | 0.13% | 134 |
|
|
2022
Q2 | $452K | Buy |
+17,534
| New | +$452K | 0.15% | 118 |
|