Steward Partners Investment Advisory’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 | $17.8K | Buy |
650
+28
| +5% | +$767 | ﹤0.01% | 2972 |
|
|
2025
Q1 | $18.3K | Hold |
622
| – | – | ﹤0.01% | 2851 |
|
|
2024
Q4 | $18.7K | Hold |
622
| – | – | ﹤0.01% | 2833 |
|
|
2024
Q3 | $17.6K | Hold |
622
| – | – | ﹤0.01% | 2712 |
|
|
2024
Q2 | $15.4K | Sell |
622
-60
| -9% | -$1.49K | ﹤0.01% | 2627 |
|
|
2024
Q1 | $17.5K | Buy |
682
+60
| +10% | +$1.54K | ﹤0.01% | 2572 |
|
|
2023
Q4 | $15.8K | Hold |
622
| – | – | ﹤0.01% | 2515 |
|
|
2023
Q3 | $14.8K | Hold |
622
| – | – | ﹤0.01% | 2442 |
|
|
2023
Q2 | $14.4K | Hold |
622
| – | – | ﹤0.01% | 2437 |
|
|
2023
Q1 | $14.6K | Hold |
622
| – | – | ﹤0.01% | 2389 |
|
|
2022
Q4 | $14.7K | Hold |
622
| – | – | ﹤0.01% | 2390 |
|
|
2022
Q3 | $13K | Hold |
622
| – | – | ﹤0.01% | 2418 |
|
|
2022
Q2 | $16K | Hold |
622
| – | – | ﹤0.01% | 2321 |
|
|
2022
Q1 | $19K | Hold |
622
| – | – | ﹤0.01% | 2391 |
|
|
2021
Q4 | $17K | Buy |
+622
| New | +$17K | ﹤0.01% | 2391 |
|