Wealthstar Advisors’s InvenTrust Properties IVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,715
| Closed | -$275K | – | 83 |
|
|
2024
Q1 | $275K | Sell |
10,715
-435
| -4% | -$11.2K | 0.1% | 111 |
|
|
2023
Q4 | $283K | Sell |
11,150
-1,697
| -13% | -$43K | 0.05% | 109 |
|
|
2023
Q3 | $306K | Hold |
12,847
| – | – | 0.12% | 76 |
|
|
2023
Q2 | $297K | Hold |
12,847
| – | – | 0.12% | 61 |
|
|
2023
Q1 | $301K | Sell |
12,847
-796
| -6% | -$18.6K | 0.11% | 74 |
|
|
2022
Q4 | $323K | Hold |
13,643
| – | – | 0.15% | 73 |
|
|
2022
Q3 | $288K | Sell |
13,643
-599
| -4% | -$12.6K | 0.14% | 76 |
|
|
2022
Q2 | $370K | Hold |
14,242
| – | – | 0.14% | 64 |
|
|
2022
Q1 | $438K | Hold |
14,242
| – | – | 0.16% | 64 |
|
|
2021
Q4 | $387K | Buy |
+14,242
| New | +$387K | 0.13% | 58 |
|