SWA
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SOA Wealth Advisors’s InvenTrust Properties IVT Stock Holding History

SOA Wealth Advisors’s Portfolio IVT Stock Details IVT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-240
Closed -$5.55K – 947
2023
Q2 		$5.55K Hold
240
– – ﹤0.01% 609
2023
Q1 		$5.62K Hold
240
– – ﹤0.01% 603
2022
Q4 		$5.68K Hold
240
– – ﹤0.01% 605
2022
Q3 		$5K Buy
+240
New +$5K ﹤0.01% 606