Wealth Enhancement Advisory Services’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 | $784K | Buy |
28,543
+11,499
| +67% | +$316K | ﹤0.01% | 1884 |
|
|
2025
Q1 | $501K | Buy |
17,044
+1,040
| +6% | +$30.5K | ﹤0.01% | 2059 |
|
|
2024
Q4 | $482K | Sell |
16,004
-6,512
| -29% | -$196K | ﹤0.01% | 2001 |
|
|
2024
Q3 | $639K | Sell |
22,516
-6,117
| -21% | -$174K | ﹤0.01% | 1640 |
|
|
2024
Q2 | $709K | Buy |
28,633
+12,771
| +81% | +$316K | ﹤0.01% | 1439 |
|
|
2024
Q1 | $408K | Sell |
15,862
-3,502
| -18% | -$90K | ﹤0.01% | 1712 |
|
|
2023
Q4 | $491K | Sell |
19,364
-8,543
| -31% | -$216K | ﹤0.01% | 1515 |
|
|
2023
Q3 | $664K | Buy |
27,907
+13,903
| +99% | +$331K | ﹤0.01% | 1274 |
|
|
2023
Q2 | $324K | Buy |
14,004
+504
| +4% | +$11.7K | ﹤0.01% | 421 |
|
|
2023
Q1 | $316K | Buy |
+13,500
| New | +$316K | ﹤0.01% | 433 |
|