AE Wealth Management’s Independence Realty Trust IRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $452K | Sell |
25,537
-2,819
| -10% | -$49.9K | ﹤0.01% | 961 |
|
|
2025
Q1 | $602K | Sell |
28,356
-12,654
| -31% | -$269K | 0.01% | 863 |
|
|
2024
Q4 | $814K | Buy |
41,010
+11,275
| +38% | +$224K | 0.01% | 758 |
|
|
2024
Q3 | $610K | Sell |
29,735
-1,886
| -6% | -$38.7K | 0.01% | 830 |
|
|
2024
Q2 | $593K | Buy |
31,621
+9,754
| +45% | +$183K | 0.01% | 840 |
|
|
2024
Q1 | $353K | Sell |
21,867
-21,111
| -49% | -$341K | ﹤0.01% | 912 |
|
|
2023
Q4 | $650K | Sell |
42,978
-16,012
| -27% | -$242K | ﹤0.01% | 1313 |
|
|
2023
Q3 | $830K | Buy |
58,990
+2,271
| +4% | +$32K | 0.01% | 1171 |
|
|
2023
Q2 | $1.03M | Buy |
56,719
+2,483
| +5% | +$45.2K | 0.01% | 1079 |
|
|
2023
Q1 | $869K | Buy |
54,236
+259
| +0.5% | +$4.15K | 0.01% | 1099 |
|
|
2022
Q4 | $910K | Sell |
53,977
-1,403
| -3% | -$23.7K | 0.01% | 1024 |
|
|
2022
Q3 | $927K | Buy |
55,380
+14,998
| +37% | +$251K | 0.01% | 970 |
|
|
2022
Q2 | $837K | Sell |
40,382
-11,947
| -23% | -$248K | 0.01% | 950 |
|
|
2022
Q1 | $1.38M | Buy |
52,329
+7,566
| +17% | +$200K | 0.01% | 815 |
|
|
2021
Q4 | $1.16M | Buy |
+44,763
| New | +$1.16M | 0.01% | 884 |
|