A detailed history of Perigon Wealth Management, LLC transactions in Inven Trust Properties Corp. stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 11,810 shares of IVT stock, worth $351,583. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,810
Previous 11,774 0.31%
Holding current value
$351,583
Previous $334,000 6.29%
% of portfolio
0.01%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025

BUY
$28.52 - $31.3 $1,026 - $1,126
36 Added 0.31%
11,810 $355,000
Q3 2024

Oct 16, 2024

SELL
$24.41 - $29.87 $8,860 - $10,842
-363 Reduced 2.99%
11,774 $334,000
Q2 2024

Aug 02, 2024

SELL
$23.87 - $25.49 $10,383 - $11,088
-435 Reduced 3.46%
12,137 $300,000
Q1 2024

Apr 29, 2024

SELL
$24.51 - $25.85 $40,220 - $42,419
-1,641 Reduced 11.55%
12,572 $323,000
Q4 2023

Jan 29, 2024

SELL
$22.81 - $26.8 $21,669 - $25,460
-950 Reduced 6.27%
14,213 $360,000
Q3 2023

Oct 30, 2023

SELL
$22.64 - $24.92 $32,963 - $36,283
-1,456 Reduced 8.76%
15,163 $361,000
Q2 2023

Aug 02, 2023

BUY
$20.92 - $23.98 $8,995 - $10,311
430 Added 2.66%
16,619 $384,000
Q1 2023

May 03, 2023

SELL
$21.31 - $25.22 $1,768 - $2,093
-83 Reduced 0.51%
16,189 $378,000
Q4 2022

Feb 14, 2023

BUY
$21.62 - $26.18 $351,800 - $426,000
16,272 New
16,272 $385,000

Others Institutions Holding IVT

About InvenTrust Properties Corp.


  • Ticker IVT
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Retail
  • Shares Outstandng 67,427,600
  • Market Cap $2.01B
  • Description
  • InvenTrust Properties Corp. is a premier multi-tenant retail REIT that owns, leases, redevelops, acquires and manages grocery-anchored neighborhood centers, and select power centers that often have a grocery component, predominantly in Sun Belt markets with favorable demographics. We seek to continue to execute our strategy to enhance our multi-...
More about IVT
Track This Portfolio

Track Perigon Wealth Management, LLC Portfolio

Follow Perigon Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Perigon Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perigon Wealth Management, LLC with notifications on news.