WAM
WFA Asset Management’s InvenTrust Properties IVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.9K | Buy |
157
+1
| +0.6% | +$25 | ﹤0.01% | 182 |
|
|
2025
Q1 | $4.01K | Sell |
156
-4
| -3% | -$103 | ﹤0.01% | 204 |
|
|
2024
Q4 | $4.82K | Buy |
160
+1
| +0.6% | +$30 | ﹤0.01% | 195 |
|
|
2024
Q3 | $4.51K | Buy |
159
+2
| +1% | +$57 | ﹤0.01% | 171 |
|
|
2024
Q2 | $3.9K | Buy |
157
+1
| +0.6% | +$25 | ﹤0.01% | 183 |
|
|
2024
Q1 | $4.01K | Buy |
156
+1
| +0.6% | +$26 | ﹤0.01% | 205 |
|
|
2023
Q4 | $3.92K | Buy |
155
+2
| +1% | +$51 | ﹤0.01% | 197 |
|
|
2023
Q3 | $3.65K | Buy |
153
+1
| +0.7% | +$24 | ﹤0.01% | 202 |
|
|
2023
Q2 | $3.52K | Buy |
152
+1
| +0.7% | +$23 | ﹤0.01% | 208 |
|
|
2023
Q1 | $3.52K | Buy |
151
+2
| +1% | +$47 | ﹤0.01% | 207 |
|
|
2022
Q4 | $3.54K | Buy |
149
+1
| +0.7% | +$24 | ﹤0.01% | 191 |
|
|
2022
Q3 | $3.16K | Hold |
148
| – | – | ﹤0.01% | 210 |
|
|
2022
Q2 | $3.82K | Hold |
148
| – | – | ﹤0.01% | 189 |
|
|
2022
Q1 | $4.56K | Hold |
148
| – | – | ﹤0.01% | 176 |
|
|
2021
Q4 | $4.04K | Buy |
+148
| New | +$4.04K | ﹤0.01% | 165 |
|