Smallwood Wealth Investment Management’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 | $305K | Sell |
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|
2025
Q2 | $347K | Buy |
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|
2025
Q1 | $344K | Buy |
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|
2024
Q4 | $279K | Sell |
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|
2024
Q3 | $269K | Sell |
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|
2024
Q2 | $237K | Buy |
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|
2024
Q1 | $246K | Buy |
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|
2023
Q4 | $242K | Sell |
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|
2023
Q3 | $233K | Sell |
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|
2023
Q2 | $237K | Sell |
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|
2023
Q1 | $258K | Sell |
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|
2022
Q4 | $287K | Sell |
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|
2022
Q3 | $293K | Sell |
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|
2022
Q2 | $392K | Sell |
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|
2022
Q1 | $493K | Buy |
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|
2021
Q4 | $229K | Buy |
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