WAS
Winch Advisory Services’s InvenTrust Properties IVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.8K | Buy |
1,123
+10
| +0.9% | +$274 | 0.01% | 198 |
|
|
2025
Q1 | $32.7K | Buy |
1,113
+9
| +0.8% | +$264 | 0.01% | 183 |
|
|
2024
Q4 | $33.3K | Buy |
1,104
+8
| +0.7% | +$241 | 0.01% | 188 |
|
|
2024
Q3 | $31.1K | Buy |
1,096
+10
| +0.9% | +$284 | 0.01% | 189 |
|
|
2024
Q2 | $26.9K | Buy |
1,086
+10
| +0.9% | +$248 | 0.01% | 194 |
|
|
2024
Q1 | $27.7K | Buy |
1,076
+9
| +0.8% | +$231 | 0.01% | 189 |
|
|
2023
Q4 | $27K | Buy |
1,067
+9
| +0.9% | +$228 | 0.01% | 186 |
|
|
2023
Q3 | $25K | Buy |
1,058
+9
| +0.9% | +$213 | 0.01% | 183 |
|
|
2023
Q2 | $24K | Buy |
1,049
+10
| +1% | +$229 | 0.01% | 178 |
|
|
2023
Q1 | $24K | Buy |
1,039
+8
| +0.8% | +$185 | 0.01% | 180 |
|
|
2022
Q4 | $24K | Buy |
1,031
+9
| +0.9% | +$210 | 0.01% | 174 |
|
|
2022
Q3 | $22K | Buy |
1,022
+8
| +0.8% | +$172 | 0.01% | 166 |
|
|
2022
Q2 | $26K | Buy |
1,014
+7
| +0.7% | +$179 | 0.01% | 155 |
|
|
2022
Q1 | $31K | Buy |
1,007
+7
| +0.7% | +$215 | 0.01% | 167 |
|
|
2021
Q4 | $27K | Buy |
+1,000
| New | +$27K | 0.01% | 179 |
|