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Moran Wealth Management, LLC → IVT
Moran Wealth Management, LLC IVT Position History
InvenTrust Properties Corp. • Real Estate
Quarters held
8
Latest value
$2K
Q3 2026
Peak value
$1.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.5M |
| Q4 2025 | $1K |
| Q1 2026 | $1K |
| Q1 2026 | $1.1M |
| Q2 2026 | $1.3M |
| Q2 2026 | $2K |
| Q3 2026 | $1.1M |
| Q3 2026 | $2K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2K | 53 | — | — |
| Q3 2026 | $1.1M | 37.1K | — | — |
| Q2 2026 | $2K | 47 | — | — |
| Q2 2026 | $1.3M | 36.2K | — | — |
| Q1 2026 | $1.1M | 37.3K | — | — |
| Q1 2026 | $1K | 47 | — | — |
| Q4 2025 | $1K | 47 | — | — |
| Q4 2025 | $1.5M | 53.3K | — | — |