WealthPLAN Partners’s InvenTrust Properties IVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,232
| Closed | -$28.5K | – | 722 |
|
|
2023
Q2 | $28.5K | Sell |
1,232
-878
| -42% | -$20.3K | ﹤0.01% | 612 |
|
|
2023
Q1 | $49.4K | Buy |
+2,110
| New | +$49.4K | 0.01% | 561 |
|
|
2022
Q1 | $456K | Sell |
15,050
-2,491
| -14% | -$75.5K | 0.03% | 262 |
|
|
2021
Q4 | $473K | Buy |
+17,541
| New | +$473K | 0.03% | 258 |
|