Avior 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
Q1 | – | Sell |
-2,990
| Closed | -$59.3K | – | 1531 |
|
2024
Q4 | $59.3K | Sell |
2,990
-11
| -0.4% | -$218 | ﹤0.01% | 1084 |
|
2024
Q3 | $61.5K | Buy |
3,001
+2,443
| +438% | +$50.1K | ﹤0.01% | 1045 |
|
2024
Q2 | $10.5K | Buy |
558
+514
| +1,168% | +$9.63K | ﹤0.01% | 1503 |
|
2024
Q1 | $709 | Buy |
+44
| New | +$709 | ﹤0.01% | 2473 |
|
2023
Q3 | – | Sell |
-1,634
| Closed | -$29.8K | – | 1648 |
|
2023
Q2 | $29.8K | Buy |
1,634
+14
| +0.9% | +$255 | ﹤0.01% | 863 |
|
2023
Q1 | $26K | Sell |
1,620
-15,197
| -90% | -$244K | ﹤0.01% | 905 |
|
2022
Q4 | $284K | Sell |
16,817
-3,364
| -17% | -$56.7K | 0.02% | 411 |
|
2022
Q3 | $337K | Buy |
20,181
+3,420
| +20% | +$57.1K | 0.03% | 360 |
|
2022
Q2 | $347K | Sell |
16,761
-2,123
| -11% | -$44K | 0.04% | 329 |
|
2022
Q1 | $499K | Buy |
18,884
+1,433
| +8% | +$37.9K | 0.04% | 298 |
|
2021
Q4 | $450K | Buy |
+17,451
| New | +$450K | 0.04% | 341 |
|