Stonebridge Capital Advisors’s InvenTrust Properties IVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-200
| Closed | -$4.68K | – | 973 |
|
|
2023
Q1 | $4.68K | Hold |
200
| – | – | ﹤0.01% | 727 |
|
|
2022
Q4 | $4.73K | Hold |
200
| – | – | ﹤0.01% | 706 |
|
|
2022
Q3 | $4K | Sell |
200
-196
| -49% | -$3.92K | ﹤0.01% | 707 |
|
|
2022
Q2 | $10K | Sell |
396
-132
| -25% | -$3.33K | ﹤0.01% | 597 |
|
|
2022
Q1 | $16K | Buy |
528
+328
| +164% | +$9.94K | ﹤0.01% | 571 |
|
|
2021
Q4 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 736 |
|