Wealth Enhancement Advisory Services
IVT icon

Wealth Enhancement Advisory Services’s InvenTrust Properties IVT Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio IVT Stock Details IVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.16M Buy
32,764
+1,033
+3% +$33.9K ﹤0.01% 1969
2026
Q1 		$975K Sell
31,731
-2,180
-6% -$65.7K ﹤0.01% 1820
2025
Q4 		$956K Sell
33,911
-4,083
-11% -$115K ﹤0.01% 1995
2025
Q3 		$1.04M Buy
37,994
+9,451
+33% +$268K ﹤0.01% 1835
2025
Q2 		$784K Buy
28,543
+11,499
+67% +$320K ﹤0.01% 1896
2025
Q1 		$501K Buy
17,044
+1,040
+6% +$30.6K ﹤0.01% 2070
2024
Q4 		$482K Sell
16,004
-6,512
-29% -$196K ﹤0.01% 2019
2024
Q3 		$639K Sell
22,516
-6,117
-21% -$170K ﹤0.01% 1652
2024
Q2 		$709K Buy
28,633
+12,771
+81% +$316K ﹤0.01% 1440
2024
Q1 		$408K Sell
15,862
-3,502
-18% -$88.2K ﹤0.01% 1712
2023
Q4 		$491K Sell
19,364
-8,543
-31% -$213K ﹤0.01% 1518
2023
Q3 		$664K Buy
27,907
+13,903
+99% +$334K ﹤0.01% 1275
2023
Q2 		$324K Buy
14,004
+504
+4% +$11.4K ﹤0.01% 421
2023
Q1 		$316K Buy
+13,500
New +$319K ﹤0.01% 433

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BCM
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LAM
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FFN
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SWM
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