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Souders Financial Advisors’s InvenTrust Properties IVT Stock Holding History

Souders Financial Advisors’s Portfolio IVT Stock Details IVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-8,864
Closed -$273K – 144
2022
Q1 		$273K Sell
8,864
-732
-8% -$22.5K 0.08% 123
2021
Q4 		$262K Buy
+9,596
New +$262K 0.08% 121