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Spire Wealth Management’s InvenTrust Properties IVT Stock Holding History

Spire Wealth Management’s Portfolio IVT Stock Details IVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$110K Buy
3,115
+900
+41% +$29.6K ﹤0.01% 951
2026
Q1 		$67.5K Hold
2,215
– – ﹤0.01% 1086
2025
Q4 		$62.5K Hold
2,215
– – ﹤0.01% 1116
2025
Q3 		$63.4K Hold
2,215
– – ﹤0.01% 1161
2025
Q2 		$60.7K Sell
2,215
-4,044
-65% -$112K ﹤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% -$8.54K ﹤0.01% 1394
2024
Q2 		$28K Buy
1,132
+308
+37% +$7.62K ﹤0.01% 1311
2024
Q1 		$21.2K Hold
824
– – ﹤0.01% 1501
2023
Q4 		$20.7K Sell
824
-257
-24% -$6.41K ﹤0.01% 1530
2023
Q3 		$25.7K Buy
1,081
+257
+31% +$6.18K ﹤0.01% 1408
2023
Q2 		$19.1K Hold
824
– – ﹤0.01% 1606
2023
Q1 		$19.3K Sell
824
-335
-29% -$7.91K ﹤0.01% 1632
2022
Q4 		$27K Buy
1,159
+309
+36% +$7.37K ﹤0.01% 1243
2022
Q3 		$18K Sell
850
-11,470
-93% -$305K ﹤0.01% 1372
2022
Q2 		$318K Buy
+12,320
New +$360K 0.01% 614

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PFS
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CIM
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BCM
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LAM
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FFN
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BC
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