Zurich Cantonal Bank’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 | $1.39M | Sell |
50,841
-1,710
| -3% | -$46.9K | ﹤0.01% | 1066 |
|
|
2025
Q1 | $1.54M | Buy |
52,551
+3,679
| +8% | +$108K | ﹤0.01% | 947 |
|
|
2024
Q4 | $1.47M | Buy |
48,872
+19,967
| +69% | +$602K | ﹤0.01% | 997 |
|
|
2024
Q3 | $820K | Hold |
28,905
| – | – | ﹤0.01% | 1233 |
|
|
2024
Q2 | $716K | Hold |
28,905
| – | – | ﹤0.01% | 1243 |
|
|
2024
Q1 | $743K | Hold |
28,905
| – | – | ﹤0.01% | 1228 |
|
|
2023
Q4 | $732K | Buy |
28,905
+2,726
| +10% | +$69.1K | ﹤0.01% | 1244 |
|
|
2023
Q3 | $623K | Sell |
26,179
-1,577
| -6% | -$37.5K | ﹤0.01% | 1261 |
|
|
2023
Q2 | $642K | Buy |
27,756
+5,380
| +24% | +$124K | ﹤0.01% | 1213 |
|
|
2023
Q1 | $524K | Buy |
22,376
+1,225
| +6% | +$28.7K | ﹤0.01% | 1263 |
|
|
2022
Q4 | $501K | Buy |
21,151
+1,455
| +7% | +$34.4K | ﹤0.01% | 1249 |
|
|
2022
Q3 | $420K | Hold |
19,696
| – | – | ﹤0.01% | 1297 |
|
|
2022
Q2 | $508K | Buy |
+19,696
| New | +$508K | ﹤0.01% | 1220 |
|
|
2022
Q1 | – | Sell |
-12,847
| Closed | -$350K | – | 2778 |
|
|
2021
Q4 | $350K | Buy |
+12,847
| New | +$350K | ﹤0.01% | 1707 |
|