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SkyOak Wealth, LLC IVT Position History
InvenTrust Properties Corp. • Real Estate
Quarters held
4
Latest value
$268K
Q3 2026
Peak value
$315K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $251K |
| Q1 2026 | $271K |
| Q2 2026 | $315K |
| Q3 2026 | $268K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $268K | 8.9K | — | — |
| Q2 2026 | $315K | 8.9K | — | — |
| Q1 2026 | $271K | 8.9K | — | — |
| Q4 2025 | $251K | 8.9K | — | — |