ACG Wealth’s Independence Realty Trust IRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-8,645
| Closed | -$179K | – | 609 |
|
|
2022
Q2 | $179K | Hold |
8,645
| – | – | 0.04% | 255 |
|
|
2022
Q1 | $229K | Buy |
8,645
+651
| +8% | +$17.2K | 0.04% | 248 |
|
|
2021
Q4 | $206K | Buy |
+7,994
| New | +$206K | 0.03% | 307 |
|
|
2015
Q2 | – | Sell |
-39,365
| Closed | -$374K | – | 210 |
|
|
2015
Q1 | $374K | Sell |
39,365
-55,241
| -58% | -$525K | 0.1% | 149 |
|
|
2014
Q4 | $881K | Buy |
94,606
+649
| +0.7% | +$6.04K | 0.24% | 94 |
|
|
2014
Q3 | $909K | Buy |
93,957
+4,054
| +5% | +$39.2K | 0.26% | 95 |
|
|
2014
Q2 | $850K | Sell |
89,903
-35,139
| -28% | -$332K | 0.16% | 103 |
|
|
2014
Q1 | $1.11M | Buy |
+125,042
| New | +$1.11M | 0.33% | 79 |
|