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Perigon Wealth Management, LLC → IVT
Perigon Wealth Management, LLC IVT Position History
InvenTrust Properties Corp. • Real Estate
Quarters held
4
Latest value
$310K
Q3 2026
Peak value
$353K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $310K |
| Q1 2026 | $318K |
| Q2 2026 | $353K |
| Q3 2026 | $310K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $310K | 10.3K | — | — |
| Q2 2026 | $353K | 10.0K | — | — |
| Q1 2026 | $318K | 10.4K | — | — |
| Q4 2025 | $310K | 11.0K | — | — |