Tradition Wealth Management’s InvenTrust Properties IVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,422
| Closed | -$87K | – | 800 |
|
|
2023
Q4 | $87K | Hold |
3,422
| – | – | 0.01% | 509 |
|
|
2023
Q3 | $81K | Buy |
3,422
+718
| +27% | +$17K | 0.01% | 488 |
|
|
2023
Q2 | $63K | Buy |
2,704
+1,047
| +63% | +$24.4K | 0.01% | 572 |
|
|
2023
Q1 | $39K | Hold |
1,657
| – | – | ﹤0.01% | 682 |
|
|
2022
Q4 | $39K | Hold |
1,657
| – | – | 0.01% | 590 |
|
|
2022
Q3 | $35K | Buy |
1,657
+691
| +72% | +$14.6K | 0.01% | 611 |
|
|
2022
Q2 | $25K | Hold |
966
| – | – | ﹤0.01% | 600 |
|
|
2022
Q1 | $30K | Sell |
966
-2,311
| -71% | -$71.8K | ﹤0.01% | 629 |
|
|
2021
Q4 | $89K | Buy |
+3,277
| New | +$89K | 0.01% | 425 |
|