Axxcess Wealth Management’s Independence Realty Trust IRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,019
| Closed | -$213K | – | 906 |
|
|
2025
Q1 | $213K | Sell |
10,019
-2,630
| -21% | -$55.8K | 0.01% | 794 |
|
|
2024
Q4 | $251K | Sell |
12,649
-201
| -2% | -$3.99K | 0.01% | 728 |
|
|
2024
Q3 | $263K | Buy |
+12,850
| New | +$263K | 0.01% | 733 |
|
|
2022
Q1 | – | Sell |
-8,966
| Closed | -$232K | – | 668 |
|
|
2021
Q4 | $232K | Buy |
+8,966
| New | +$232K | 0.02% | 542 |
|