Arete Wealth Advisors’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
Q3 | – | Sell |
-20,860
| Closed | -$380K | – | 611 |
|
|
2023
Q2 | $380K | Buy |
+20,860
| New | +$380K | 0.03% | 427 |
|
|
2018
Q3 | – | Sell |
-74,100
| Closed | -$764K | – | 380 |
|
|
2018
Q2 | $764K | Sell |
74,100
-11,500
| -13% | -$119K | 0.18% | 144 |
|
|
2018
Q1 | $786K | Sell |
85,600
-6,000
| -7% | -$55.1K | 0.26% | 104 |
|
|
2017
Q4 | $924K | Sell |
91,600
-2,200
| -2% | -$22.2K | 0.3% | 87 |
|
|
2017
Q3 | $954K | Hold |
93,800
| – | – | 0.38% | 77 |
|
|
2017
Q2 | $926K | Sell |
93,800
-5,500
| -6% | -$54.3K | 0.42% | 68 |
|
|
2017
Q1 | $930K | Buy |
99,300
+8,800
| +10% | +$82.4K | 0.41% | 60 |
|
|
2016
Q4 | $807K | Buy |
+90,500
| New | +$807K | 0.37% | 64 |
|