Summit Global Investments’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	$785K	Buy	28,645 +951	+3%	+$26.1K	0.05%	240
2025 Q1	$813K	Buy	+27,694	New	+$813K	0.06%	201
2023 Q3	–	Sell	-10,300	Closed	-$238K	–	563
2023 Q2	$238K	Buy	+10,300	New	+$238K	0.02%	472