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Cassaday & Co Wealth Management LLC → IVT
Cassaday & Co Wealth Management LLC IVT Position History
InvenTrust Properties Corp. • Real Estate
Quarters held
3
Latest value
$29K
Q3 2026
Peak value
$33K
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $29K |
| Q2 2026 | $33K |
| Q3 2026 | $29K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $29K | 946 | — | — |
| Q2 2026 | $33K | 946 | — | — |
| Q1 2026 | $29K | 946 | — | — |