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
2026 Q1	$271K	Hold	8,885	–	–	0.05%	196
2025 Q4	$251K	Hold	8,885	–	–	0.05%	210
2025 Q3	$254K	Hold	8,885	–	–	0.05%	210
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%	-$18.2K	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%	-$26.5K	0.07%	206
2023 Q2	$246K	Sell	10,642 -3,421	-24%	-$77.2K	0.07%	200
2023 Q1	$329K	Sell	14,063 -1,100	-7%	-$26K	0.1%	155
2022 Q4	$359K	Sell	15,163 -2,118	-12%	-$50.5K	0.12%	140
2022 Q3	$369K	Sell	17,281 -253	-1%	-$6.72K	0.13%	134
2022 Q2	$452K	Buy	+17,534	New	+$513K	0.15%	118