Waverly 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 | $386K | Sell |
14,071
-1,611
| -10% | -$44.1K | ﹤0.01% | 885 |
|
|
2025
Q1 | $461K | Sell |
15,682
-5,622
| -26% | -$165K | 0.01% | 803 |
|
|
2024
Q4 | $642K | Sell |
21,304
-549
| -3% | -$16.5K | 0.01% | 617 |
|
|
2024
Q3 | $620K | Buy |
21,853
+6
| +0% | +$170 | 0.01% | 542 |
|
|
2024
Q2 | $541K | Buy |
21,847
+800
| +4% | +$19.8K | 0.01% | 567 |
|
|
2024
Q1 | $541K | Buy |
21,047
+5,733
| +37% | +$147K | 0.01% | 464 |
|
|
2023
Q4 | $388K | Buy |
15,314
+5
| +0% | +$127 | 0.01% | 328 |
|
|
2023
Q3 | $364K | Buy |
15,309
+104
| +0.7% | +$2.48K | 0.02% | 296 |
|
|
2023
Q2 | $352K | Buy |
+15,205
| New | +$352K | 0.02% | 277 |
|
|
2022
Q2 | – | Sell |
-6,947
| Closed | -$214K | – | 216 |
|
|
2022
Q1 | $214K | Buy |
+6,947
| New | +$214K | 0.02% | 189 |
|