Verdence Capital 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 | $317K | Hold |
11,558
| – | – | 0.02% | 535 |
|
2025
Q1 | $339K | Hold |
11,558
| – | – | 0.03% | 499 |
|
2024
Q4 | $348K | Hold |
11,558
| – | – | 0.03% | 461 |
|
2024
Q3 | $328K | Hold |
11,558
| – | – | 0.03% | 491 |
|
2024
Q2 | $286K | Hold |
11,558
| – | – | 0.03% | 491 |
|
2024
Q1 | $297K | Hold |
11,558
| – | – | 0.03% | 484 |
|
2023
Q4 | $293K | Hold |
11,558
| – | – | 0.03% | 473 |
|
2023
Q3 | $275K | Hold |
11,558
| – | – | 0.03% | 462 |
|
2023
Q2 | $267K | Hold |
11,558
| – | – | 0.03% | 454 |
|
2023
Q1 | $270K | Hold |
11,558
| – | – | 0.03% | 449 |
|
2022
Q4 | $274K | Hold |
11,558
| – | – | 0.03% | 406 |
|
2022
Q3 | $247K | Hold |
11,558
| – | – | 0.03% | 438 |
|
2022
Q2 | $298K | Hold |
11,558
| – | – | 0.04% | 383 |
|
2022
Q1 | $356K | Hold |
11,558
| – | – | 0.04% | 376 |
|
2021
Q4 | $315K | Buy |
+11,558
| New | +$315K | 0.04% | 404 |
|