Smallwood Wealth Investment Management’s InvenTrust Properties IVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $344K | Buy |
11,720
+2,445
| +26% | +$71.8K | 0.22% | 54 |
|
|
2024
Q4 | $279K | Sell |
9,275
-190
| -2% | -$5.73K | 0.19% | 64 |
|
|
2024
Q3 | $269K | Sell |
9,465
-97
| -1% | -$2.75K | 0.19% | 61 |
|
|
2024
Q2 | $237K | Buy |
9,562
+6
| +0.1% | +$149 | 0.18% | 60 |
|
|
2024
Q1 | $246K | Buy |
9,556
+5
| +0.1% | +$129 | 0.19% | 60 |
|
|
2023
Q4 | $242K | Sell |
9,551
-221
| -2% | -$5.6K | 0.2% | 60 |
|
|
2023
Q3 | $233K | Sell |
9,772
-463
| -5% | -$11K | 0.21% | 59 |
|
|
2023
Q2 | $237K | Sell |
10,235
-771
| -7% | -$17.8K | 0.21% | 56 |
|
|
2023
Q1 | $258K | Sell |
11,006
-1,104
| -9% | -$25.8K | 0.24% | 55 |
|
|
2022
Q4 | $287K | Sell |
12,110
-1,647
| -12% | -$39K | 0.24% | 60 |
|
|
2022
Q3 | $293K | Sell |
13,757
-1,425
| -9% | -$30.4K | 0.26% | 59 |
|
|
2022
Q2 | $392K | Sell |
15,182
-827
| -5% | -$21.4K | 0.4% | 43 |
|
|
2022
Q1 | $493K | Buy |
16,009
+7,609
| +91% | +$234K | 0.47% | 34 |
|
|
2021
Q4 | $229K | Buy |
+8,400
| New | +$229K | 0.21% | 51 |
|