Stratos Wealth Partners’s InvenTrust Properties IVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-24,178
| Closed | -$599K | – | 1485 |
|
|
2024
Q2 | $599K | Buy |
24,178
+15,006
| +164% | +$372K | 0.01% | 834 |
|
|
2024
Q1 | $236K | Sell |
9,172
-44
| -0.5% | -$1.13K | ﹤0.01% | 1212 |
|
|
2023
Q4 | $234K | Buy |
9,216
+700
| +8% | +$17.7K | ﹤0.01% | 1202 |
|
|
2023
Q3 | $203K | Buy |
+8,516
| New | +$203K | ﹤0.01% | 1171 |
|
|
2023
Q1 | – | Sell |
-8,560
| Closed | -$203K | – | 1177 |
|
|
2022
Q4 | $203K | Sell |
8,560
-10,216
| -54% | -$242K | 0.01% | 1045 |
|
|
2022
Q3 | $400K | Sell |
18,776
-1,489
| -7% | -$31.7K | 0.01% | 770 |
|
|
2022
Q2 | $523K | Sell |
20,265
-1,664
| -8% | -$42.9K | 0.01% | 711 |
|
|
2022
Q1 | $675K | Buy |
+21,929
| New | +$675K | 0.02% | 690 |
|