Avondale 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
Q2 | $88.5K | Hold |
5,000
| – | – | 0.05% | 78 |
|
|
2025
Q1 | $106K | Hold |
5,000
| – | – | 0.07% | 63 |
|
|
2024
Q4 | $99.2K | Hold |
5,000
| – | – | 0.06% | 64 |
|
|
2024
Q3 | $103K | Sell |
5,000
-3,759
| -43% | -$77.1K | 0.07% | 60 |
|
|
2024
Q2 | $164K | Hold |
8,759
| – | – | 0.11% | 51 |
|
|
2024
Q1 | $141K | Hold |
8,759
| – | – | 0.1% | 52 |
|
|
2023
Q4 | $134K | Sell |
8,759
-2,097
| -19% | -$32.1K | 0.11% | 51 |
|
|
2023
Q3 | $153K | Sell |
10,856
-8,193
| -43% | -$115K | 0.13% | 50 |
|
|
2023
Q2 | $347K | Sell |
19,049
-8,193
| -30% | -$149K | 0.29% | 33 |
|
|
2023
Q1 | $437K | Buy |
27,242
+21,386
| +365% | +$343K | 0.38% | 30 |
|
|
2022
Q4 | $98.7K | Sell |
5,856
-3,000
| -34% | -$50.6K | 0.09% | 50 |
|
|
2022
Q3 | $148K | Buy |
8,856
+5,456
| +160% | +$91.2K | 0.16% | 41 |
|
|
2022
Q2 | $70K | Buy |
+3,400
| New | +$70K | 0.08% | 56 |
|