AMJ Financial 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-14,973
| Closed | -$211K | – | 74 |
|
2023
Q3 | $211K | Sell |
14,973
-2,850
| -16% | -$40.1K | 0.1% | 62 |
|
2023
Q2 | $325K | Sell |
17,823
-2,046
| -10% | -$37.3K | 0.14% | 60 |
|
2023
Q1 | $319K | Sell |
19,869
-4,301
| -18% | -$68.9K | 0.21% | 48 |
|
2022
Q4 | $408K | Buy |
24,170
+5,672
| +31% | +$95.6K | 0.24% | 39 |
|
2022
Q3 | $309K | Sell |
18,498
-356
| -2% | -$5.95K | 0.2% | 42 |
|
2022
Q2 | $391K | Sell |
18,854
-31
| -0.2% | -$643 | 0.33% | 36 |
|
2022
Q1 | $499K | Buy |
+18,885
| New | +$499K | 0.2% | 57 |
|