Tyler-Stone 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
Q3 | – | Sell |
-1,510
| Closed | -$37.4K | – | 597 |
|
|
2024
Q2 | $37.4K | Buy |
1,510
+11
| +0.7% | +$272 | 0.02% | 411 |
|
|
2024
Q1 | $38.5K | Buy |
1,499
+10
| +0.7% | +$257 | 0.02% | 400 |
|
|
2023
Q4 | $37.7K | Buy |
1,489
+9
| +0.6% | +$228 | 0.02% | 397 |
|
|
2023
Q3 | $35K | Sell |
1,480
-84
| -5% | -$1.99K | 0.02% | 388 |
|
|
2023
Q2 | $36K | Buy |
+1,564
| New | +$36K | 0.02% | 384 |
|
|
2022
Q4 | $37K | Buy |
1,544
+10
| +0.7% | +$240 | 0.03% | 355 |
|
|
2022
Q3 | $33K | Buy |
1,534
+8
| +0.5% | +$172 | 0.03% | 354 |
|
|
2022
Q2 | $39K | Buy |
+1,526
| New | +$39K | 0.03% | 352 |
|
|
2022
Q1 | – | Sell |
-3,147
| Closed | -$86K | – | 857 |
|
|
2021
Q4 | $86K | Buy |
+3,147
| New | +$86K | 0.05% | 289 |
|