Avantax Advisory Services’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 | $216K | Sell |
12,217
-486
| -4% | -$8.6K | ﹤0.01% | 2152 |
|
|
2025
Q1 | $270K | Sell |
12,703
-2,951
| -19% | -$62.7K | ﹤0.01% | 1907 |
|
|
2024
Q4 | $311K | Buy |
15,654
+1,846
| +13% | +$36.6K | ﹤0.01% | 1756 |
|
|
2024
Q3 | $283K | Sell |
13,808
-185
| -1% | -$3.79K | ﹤0.01% | 1799 |
|
|
2024
Q2 | $262K | Buy |
13,993
+2,309
| +20% | +$43.3K | ﹤0.01% | 1786 |
|
|
2024
Q1 | $188K | Buy |
+11,684
| New | +$188K | ﹤0.01% | 1547 |
|
|
2022
Q3 | – | Sell |
-10,892
| Closed | -$226K | – | 1360 |
|
|
2022
Q2 | $226K | Sell |
10,892
-4,050
| -27% | -$84K | ﹤0.01% | 1152 |
|
|
2022
Q1 | $396K | Buy |
14,942
+7,198
| +93% | +$191K | 0.01% | 881 |
|
|
2021
Q4 | $200K | Buy |
+7,744
| New | +$200K | ﹤0.01% | 1175 |
|