Wells Fargo’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 | $2.8M | Buy |
102,302
+5,752
| +6% | +$158K | ﹤0.01% | 2653 |
|
|
2025
Q1 | $2.84M | Buy |
96,550
+24,191
| +33% | +$710K | ﹤0.01% | 2556 |
|
|
2024
Q4 | $2.18M | Buy |
72,359
+14,178
| +24% | +$427K | ﹤0.01% | 2745 |
|
|
2024
Q3 | $1.65M | Buy |
58,181
+895
| +2% | +$25.4K | ﹤0.01% | 2874 |
|
|
2024
Q2 | $1.42M | Buy |
57,286
+3,947
| +7% | +$97.7K | ﹤0.01% | 2954 |
|
|
2024
Q1 | $1.37M | Buy |
53,339
+1,644
| +3% | +$42.3K | ﹤0.01% | 2942 |
|
|
2023
Q4 | $1.31M | Buy |
51,695
+3,196
| +7% | +$81K | ﹤0.01% | 2939 |
|
|
2023
Q3 | $1.15M | Sell |
48,499
-18,485
| -28% | -$440K | ﹤0.01% | 2992 |
|
|
2023
Q2 | $1.55M | Sell |
66,984
-717
| -1% | -$16.6K | ﹤0.01% | 2952 |
|
|
2023
Q1 | $1.58M | Buy |
67,701
+1,592
| +2% | +$37.3K | ﹤0.01% | 2865 |
|
|
2022
Q4 | $1.56M | Sell |
66,109
-17,747
| -21% | -$420K | ﹤0.01% | 2794 |
|
|
2022
Q3 | $1.79M | Buy |
83,856
+38,048
| +83% | +$811K | ﹤0.01% | 2666 |
|
|
2022
Q2 | $1.18M | Sell |
45,808
-36,423
| -44% | -$939K | ﹤0.01% | 3002 |
|
|
2022
Q1 | $2.53M | Buy |
82,231
+8,235
| +11% | +$253K | ﹤0.01% | 2901 |
|
|
2021
Q4 | $2.02M | Buy |
+73,996
| New | +$2.02M | ﹤0.01% | 3280 |
|