United Capital Financial Advisors’s InvenTrust Properties IVT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-9,471	Closed	-$202K	–	1079
2022 Q3	$202K	Sell	9,471 -1,571	-14%	-$33.5K	﹤0.01%	1027
2022 Q2	$285K	Sell	11,042 -2,880	-21%	-$74.3K	﹤0.01%	958
2022 Q1	$429K	Buy	13,922 +1,813	+15%	+$55.9K	﹤0.01%	879
2021 Q4	$330K	Buy	+12,109	New	+$330K	﹤0.01%	996