TFC Financial Management’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 | $28 | Hold |
1
| – | – | ﹤0.01% | 965 |
|
|
2025
Q1 | $30 | Hold |
1
| – | – | ﹤0.01% | 926 |
|
|
2024
Q4 | $31 | Hold |
1
| – | – | ﹤0.01% | 937 |
|
|
2024
Q3 | $29 | Buy |
+1
| New | +$29 | ﹤0.01% | 967 |
|
|
2024
Q2 | – | Sell |
-1
| Closed | -$26 | – | 1030 |
|
|
2024
Q1 | $26 | Buy |
+1
| New | +$26 | ﹤0.01% | 901 |
|