Valued Wealth Advisors’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 | $3.55K | Hold |
128
| – | – | ﹤0.01% | 326 |
|
|
2025
Q1 | $3.8K | Hold |
128
| – | – | ﹤0.01% | 346 |
|
|
2024
Q4 | $3.89K | Buy |
128
+1
| +0.8% | +$30 | ﹤0.01% | 334 |
|
|
2024
Q3 | $3.64K | Buy |
127
+1
| +0.8% | +$29 | ﹤0.01% | 317 |
|
|
2024
Q2 | $3.15K | Buy |
126
+1
| +0.8% | +$25 | ﹤0.01% | 321 |
|
|
2024
Q1 | $3.24K | Buy |
+125
| New | +$3.24K | ﹤0.01% | 293 |
|