Winch Advisory Services’s InvenTrust Properties IVT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$35.1K	Buy	1,152 +10	+0.9%	+$301	0.01%	202
2025 Q4	$32.2K	Buy	1,142 +10	+0.9%	+$282	0.01%	206
2025 Q3	$32.4K	Buy	1,132 +9	+0.8%	+$255	0.01%	199
2025 Q2	$30.8K	Buy	1,123 +10	+0.9%	+$278	0.01%	198
2025 Q1	$32.7K	Buy	1,113 +9	+0.8%	+$265	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%	+$277	0.01%	189
2024 Q2	$26.9K	Buy	1,086 +10	+0.9%	+$247	0.01%	194
2024 Q1	$27.7K	Buy	1,076 +9	+0.8%	+$227	0.01%	189
2023 Q4	$27K	Buy	1,067 +9	+0.9%	+$224	0.01%	186
2023 Q3	$25K	Buy	1,058 +9	+0.9%	+$216	0.01%	183
2023 Q2	$24K	Buy	1,049 +10	+1%	+$226	0.01%	178
2023 Q1	$24K	Buy	1,039 +8	+0.8%	+$189	0.01%	180
2022 Q4	$24K	Buy	1,031 +9	+0.9%	+$215	0.01%	174
2022 Q3	$22K	Buy	1,022 +8	+0.8%	+$212	0.01%	165
2022 Q2	$26K	Buy	1,014 +7	+0.7%	+$205	0.01%	155
2022 Q1	$31K	Buy	1,007 +7	+0.7%	+$190	0.01%	167
2021 Q4	$27K	Buy	+1,000	New	+$25.2K	0.01%	179