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Annex Advisory Services’s Independence Realty Trust IRT Stock Holding History

Annex Advisory Services’s Portfolio IRT Stock Details IRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-10,526
Closed -$169K – 258
2023
Q1 		$169K Sell
10,526
-3,093
-23% -$54.2K 0.01% 236
2022
Q4 		$230K Sell
13,619
-492
-3% -$8.32K 0.01% 222
2022
Q3 		$236K Hold
14,111
– – 0.02% 199
2022
Q2 		$293K Sell
14,111
-60
-0.4% -$1.44K 0.02% 191
2022
Q1 		$375K Buy
14,171
+5,714
+68% +$140K 0.03% 173
2021
Q4 		$218K Buy
+8,457
New +$200K 0.01% 229

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