Spire Wealth 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
Q2 | $60.7K | Sell |
2,215
-4,044
| -65% | -$111K | ﹤0.01% | 1137 |
|
|
2025
Q1 | $184K | Buy |
6,259
+5,435
| +660% | +$160K | 0.01% | 841 |
|
|
2024
Q4 | $24.8K | Hold |
824
| – | – | ﹤0.01% | 1547 |
|
|
2024
Q3 | $23.4K | Sell |
824
-308
| -27% | -$8.74K | ﹤0.01% | 1394 |
|
|
2024
Q2 | $28K | Buy |
1,132
+308
| +37% | +$7.63K | ﹤0.01% | 1311 |
|
|
2024
Q1 | $21.2K | Hold |
824
| – | – | ﹤0.01% | 1501 |
|
|
2023
Q4 | $20.7K | Sell |
824
-257
| -24% | -$6.46K | ﹤0.01% | 1530 |
|
|
2023
Q3 | $25.7K | Buy |
1,081
+257
| +31% | +$6.12K | ﹤0.01% | 1408 |
|
|
2023
Q2 | $19.1K | Hold |
824
| – | – | ﹤0.01% | 1606 |
|
|
2023
Q1 | $19.3K | Sell |
824
-335
| -29% | -$7.84K | ﹤0.01% | 1632 |
|
|
2022
Q4 | $27K | Buy |
1,159
+309
| +36% | +$7.2K | ﹤0.01% | 1243 |
|
|
2022
Q3 | $18K | Sell |
850
-11,470
| -93% | -$243K | ﹤0.01% | 1371 |
|
|
2022
Q2 | $318K | Buy |
+12,320
| New | +$318K | 0.01% | 614 |
|